BCWM
Bartlett & Co Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.64M | Sell |
111,660
-18,625
| -14% | -$608K | 0.05% | 152 |
|
|
2025
Q1 | $3.83M | Buy |
130,285
+12
| +0% | +$353 | 0.06% | 146 |
|
|
2024
Q4 | $4.2M | Buy |
130,273
+35,206
| +37% | +$1.14M | 0.06% | 145 |
|
|
2024
Q3 | $3.28M | Sell |
95,067
-235
| -0.2% | -$8.12K | 0.05% | 160 |
|
|
2024
Q2 | $3.19M | Buy |
95,302
+25,395
| +36% | +$849K | 0.05% | 158 |
|
|
2024
Q1 | $2.59M | Sell |
69,907
-2,129
| -3% | -$78.9K | 0.04% | 176 |
|
|
2023
Q4 | $2.5M | Hold |
72,036
| – | – | 0.04% | 185 |
|
|
2023
Q3 | $2.22M | Buy |
72,036
+4,515
| +7% | +$139K | 0.04% | 187 |
|
|
2023
Q2 | $2.3M | Sell |
67,521
-2,300
| -3% | -$78.4K | 0.04% | 188 |
|
|
2023
Q1 | $2.08M | Sell |
69,821
-5,571
| -7% | -$166K | 0.04% | 179 |
|
|
2022
Q4 | $2.34M | Sell |
75,392
-78
| -0.1% | -$2.42K | 0.05% | 172 |
|
|
2022
Q3 | $2.01M | Sell |
75,470
-2,306
| -3% | -$61.4K | 0.04% | 170 |
|
|
2022
Q2 | $2.26M | Sell |
77,776
-621
| -0.8% | -$18K | 0.05% | 163 |
|
|
2022
Q1 | $2.94M | Buy |
78,397
+1,200
| +2% | +$44.9K | 0.05% | 158 |
|
|
2021
Q4 | $2.9M | Buy |
77,197
+15,380
| +25% | +$578K | 0.05% | 163 |
|
|
2021
Q3 | $1.84M | Sell |
61,817
-1,036
| -2% | -$30.8K | 0.04% | 175 |
|
|
2021
Q2 | $2.02M | Buy |
62,853
+39,697
| +171% | +$1.27M | 0.04% | 172 |
|
|
2021
Q1 | $2.23M | Sell |
23,156
-300
| -1% | -$28.9K | 0.04% | 165 |
|
|
2020
Q4 | $2.13M | Sell |
23,456
-4,038
| -15% | -$366K | 0.05% | 161 |
|
|
2020
Q3 | $2.14M | Sell |
27,494
-300
| -1% | -$23.3K | 0.05% | 155 |
|
|
2020
Q2 | $1.94M | Sell |
27,794
-569
| -2% | -$39.7K | 0.05% | 158 |
|
|
2020
Q1 | $1.63M | Sell |
28,363
-826
| -3% | -$47.3K | 0.05% | 167 |
|
|
2019
Q4 | $2.11M | Hold |
29,189
| – | – | 0.05% | 171 |
|
|
2019
Q3 | $2.02M | Buy |
29,189
+280
| +1% | +$19.4K | 0.05% | 171 |
|
|
2019
Q2 | $2.24M | Sell |
28,909
-87
| -0.3% | -$6.73K | 0.08% | 125 |
|
|
2019
Q1 | $2.17M | Hold |
28,996
| – | – | 0.08% | 124 |
|
|
2018
Q4 | $1.8M | Sell |
28,996
-3,500
| -11% | -$217K | 0.08% | 132 |
|
|
2018
Q3 | $2.41M | Sell |
32,496
-500
| -2% | -$37K | 0.09% | 118 |
|
|
2018
Q2 | $2.1M | Sell |
32,996
-8,100
| -20% | -$517K | 0.09% | 124 |
|
|
2018
Q1 | $2.29M | Buy |
+41,096
| New | +$2.29M | 0.09% | 115 |
|