BFIM
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Beese Fulmer Investment Management’s CSX Corp CSX Stock Holding History

Beese Fulmer Investment Management’s Portfolio CSX Stock Details CSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.01M Buy
61,637
+2,787
+5% +$90.9K 0.15% 103
2025
Q1 		$1.73M Hold
58,850
– – 0.15% 95
2024
Q4 		$1.9M Sell
58,850
-136
-0.2% -$4.39K 0.16% 87
2024
Q3 		$2.04M Sell
58,986
-347
-0.6% -$12K 0.17% 86
2024
Q2 		$1.98M Sell
59,333
-1,047
-2% -$35K 0.18% 85
2024
Q1 		$2.24M Sell
60,380
-385
-0.6% -$14.3K 0.21% 86
2023
Q4 		$2.11M Sell
60,765
-510
-0.8% -$17.7K 0.22% 83
2023
Q3 		$1.88M Hold
61,275
– – 0.21% 86
2023
Q2 		$2.09M Buy
61,275
+1,083
+2% +$36.9K 0.23% 86
2023
Q1 		$1.8M Sell
60,192
-603
-1% -$18.1K 0.21% 94
2022
Q4 		$1.88M Buy
60,795
+1,500
+3% +$46.5K 0.23% 87
2022
Q3 		$1.58M Sell
59,295
-1,177
-2% -$31.4K 0.21% 95
2022
Q2 		$1.76M Hold
60,472
– – 0.22% 92
2022
Q1 		$2.27M Sell
60,472
-773
-1% -$29K 0.25% 90
2021
Q4 		$2.3M Hold
61,245
– – 0.24% 87
2021
Q3 		$1.82M Sell
61,245
-900
-1% -$26.8K 0.21% 95
2021
Q2 		$1.99M Buy
62,145
+40,515
+187% +$1.3M 0.23% 90
2021
Q1 		$2.09M Sell
21,630
-807
-4% -$77.8K 0.25% 89
2020
Q4 		$2.04M Sell
22,437
-120
-0.5% -$10.9K 0.26% 86
2020
Q3 		$1.75M Sell
22,557
-655
-3% -$50.9K 0.25% 86
2020
Q2 		$1.62M Sell
23,212
-215
-0.9% -$15K 0.24% 89
2020
Q1 		$1.34M Hold
23,427
– – 0.24% 90
2019
Q4 		$1.7M Sell
23,427
-840
-3% -$60.8K 0.24% 98
2019
Q3 		$1.68M Buy
24,267
+4,530
+23% +$314K 0.25% 95
2019
Q2 		$1.53M Hold
19,737
– – 0.29% 81
2019
Q1 		$1.48M Sell
19,737
-6
-0% -$449 0.29% 82
2018
Q4 		$1.23M Sell
19,743
-815
-4% -$50.7K 0.28% 81
2018
Q3 		$1.52M Hold
20,558
– – 0.3% 85
2018
Q2 		$1.31M Hold
20,558
– – 0.27% 86
2018
Q1 		$1.15M Hold
20,558
– – 0.25% 89
2017
Q4 		$1.13M Sell
20,558
-200
-1% -$11K 0.24% 89
2017
Q3 		$1.13M Sell
20,758
-900
-4% -$48.8K 0.26% 87
2017
Q2 		$1.18M Hold
21,658
– – 0.28% 83
2017
Q1 		$1.01M Hold
21,658
– – 0.25% 90
2016
Q4 		$778K Sell
21,658
-1,632
-7% -$58.6K 0.2% 94
2016
Q3 		$710K Buy
23,290
+180
+0.8% +$5.49K 0.19% 97
2016
Q2 		$603K Hold
23,110
– – 0.17% 99
2016
Q1 		$573K Hold
23,110
– – 0.17% 100
2015
Q4 		$600K Hold
23,110
– – 0.18% 95
2015
Q3 		$622K Buy
23,110
+200
+0.9% +$5.38K 0.2% 94
2015
Q2 		$748K Sell
22,910
-2,100
-8% -$68.6K 0.24% 86
2015
Q1 		$828K Hold
25,010
– – 0.28% 81
2014
Q4 		$906K Buy
25,010
+125
+0.5% +$4.53K 0.28% 86
2014
Q3 		$798K Hold
24,885
– – 0.26% 89
2014
Q2 		$767K Hold
24,885
– – 0.25% 87
2014
Q1 		$721K Hold
24,885
– – 0.25% 89
2013
Q4 		$716K Sell
24,885
-500
-2% -$14.4K 0.25% 89
2013
Q3 		$653K Hold
25,385
– – 0.26% 90
2013
Q2 		$589K Buy
+25,385
New +$589K 0.25% 89