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

Beese Fulmer Investment Management’s Portfolio CSX Stock Details CSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.03M	Sell	49,504 -2,402	-5%	-$94.1K	0.13%	102
2025 Q4	$1.88M	Sell	51,906 -6,359	-11%	-$228K	0.12%	111
2025 Q3	$2.07M	Sell	58,265 -3,372	-5%	-$115K	0.14%	104
2025 Q2	$2.01M	Buy	61,637 +2,787	+5%	+$83.9K	0.15%	103
2025 Q1	$1.73M	Hold	58,850	–	–	0.15%	95
2024 Q4	$1.9M	Sell	58,850 -136	-0.2%	-$4.66K	0.16%	87
2024 Q3	$2.04M	Sell	58,986 -347	-0.6%	-$11.8K	0.17%	86
2024 Q2	$1.98M	Sell	59,333 -1,047	-2%	-$35.6K	0.18%	85
2024 Q1	$2.24M	Sell	60,380 -385	-0.6%	-$14.1K	0.21%	86
2023 Q4	$2.11M	Sell	60,765 -510	-0.8%	-$16.2K	0.22%	83
2023 Q3	$1.88M	Hold	61,275	–	–	0.21%	86
2023 Q2	$2.09M	Buy	61,275 +1,083	+2%	+$34.3K	0.23%	86
2023 Q1	$1.8M	Sell	60,192 -603	-1%	-$18.5K	0.21%	94
2022 Q4	$1.88M	Buy	60,795 +1,500	+3%	+$45.1K	0.23%	87
2022 Q3	$1.58M	Sell	59,295 -1,177	-2%	-$36.6K	0.21%	95
2022 Q2	$1.76M	Hold	60,472	–	–	0.22%	92
2022 Q1	$2.27M	Sell	60,472 -773	-1%	-$27.3K	0.25%	90
2021 Q4	$2.3M	Hold	61,245	–	–	0.24%	87
2021 Q3	$1.82M	Sell	61,245 -900	-1%	-$28.8K	0.21%	95
2021 Q2	$1.99M	Sell	62,145 -2,745	-4%	-$90.5K	0.23%	90
2021 Q1	$2.09M	Sell	64,890 -2,421	-4%	-$73.9K	0.25%	89
2020 Q4	$2.04M	Sell	67,311 -360	-0.5%	-$10.3K	0.26%	86
2020 Q3	$1.75M	Sell	67,671 -1,965	-3%	-$48.5K	0.25%	86
2020 Q2	$1.62M	Sell	69,636 -645	-0.9%	-$14.3K	0.24%	89
2020 Q1	$1.34M	Hold	70,281	–	–	0.24%	90
2019 Q4	$1.7M	Sell	70,281 -2,520	-3%	-$59.6K	0.24%	98
2019 Q3	$1.68M	Buy	72,801 +13,590	+23%	+$316K	0.25%	95
2019 Q2	$1.53M	Hold	59,211	–	–	0.29%	81
2019 Q1	$1.48M	Sell	59,211 -18	-0%	-$417	0.29%	82
2018 Q4	$1.23M	Sell	59,229 -2,445	-4%	-$56.2K	0.28%	81
2018 Q3	$1.52M	Hold	61,674	–	–	0.3%	85
2018 Q2	$1.31M	Hold	61,674	–	–	0.27%	86
2018 Q1	$1.15M	Hold	61,674	–	–	0.25%	89
2017 Q4	$1.13M	Sell	61,674 -600	-1%	-$10.6K	0.24%	89
2017 Q3	$1.13M	Sell	62,274 -2,700	-4%	-$46.3K	0.26%	87
2017 Q2	$1.18M	Hold	64,974	–	–	0.28%	83
2017 Q1	$1.01M	Hold	64,974	–	–	0.25%	90
2016 Q4	$778K	Sell	64,974 -4,896	-7%	-$54.9K	0.2%	94
2016 Q3	$710K	Buy	69,870 +540	+0.8%	+$5.11K	0.19%	97
2016 Q2	$603K	Hold	69,330	–	–	0.17%	99
2016 Q1	$573K	Hold	69,330	–	–	0.17%	100
2015 Q4	$600K	Hold	69,330	–	–	0.18%	95
2015 Q3	$622K	Buy	69,330 +600	+0.9%	+$5.89K	0.2%	94
2015 Q2	$748K	Sell	68,730 -6,300	-8%	-$73K	0.24%	86
2015 Q1	$828K	Hold	75,030	–	–	0.28%	81
2014 Q4	$906K	Buy	75,030 +375	+0.5%	+$4.39K	0.28%	86
2014 Q3	$798K	Hold	74,655	–	–	0.26%	89
2014 Q2	$767K	Hold	74,655	–	–	0.25%	87
2014 Q1	$721K	Hold	74,655	–	–	0.25%	89
2013 Q4	$716K	Sell	74,655 -1,500	-2%	-$13.4K	0.25%	89
2013 Q3	$653K	Hold	76,155	–	–	0.26%	90
2013 Q2	$589K	Buy	+76,155	New	+$624K	0.25%	89