Belpointe Asset Management’s CSX Corp CSX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$312K Sell
9,562
-313
-3% -$10.2K 0.01% 741
2025
Q1
$291K Buy
9,875
+2,438
+33% +$71.8K 0.02% 738
2024
Q4
$255K Buy
7,437
+463
+7% +$15.9K 0.02% 720
2024
Q3
$241K Sell
6,974
-285
-4% -$9.84K 0.01% 735
2024
Q2
$243K Sell
7,259
-821
-10% -$27.5K 0.02% 660
2024
Q1
$300K Buy
+8,080
New +$300K 0.02% 590
2023
Q4
Sell
-6,693
Closed -$206K 712
2023
Q3
$206K Sell
6,693
-1,111
-14% -$34.2K 0.02% 594
2023
Q2
$266K Sell
7,804
-3,664
-32% -$125K 0.03% 500
2023
Q1
$343K Buy
11,468
+1,161
+11% +$34.8K 0.02% 694
2022
Q4
$319K Sell
10,307
-5,946
-37% -$184K 0.02% 710
2022
Q3
$433K Buy
16,253
+5,850
+56% +$156K 0.03% 561
2022
Q2
$302K Sell
10,403
-15,430
-60% -$448K 0.02% 677
2022
Q1
$967K Buy
25,833
+1,610
+7% +$60.3K 0.06% 344
2021
Q4
$911K Buy
24,223
+717
+3% +$27K 0.06% 342
2021
Q3
$699K Buy
23,506
+7,489
+47% +$223K 0.05% 412
2021
Q2
$514K Buy
16,017
+291
+2% +$9.34K 0.04% 490
2021
Q1
$505K Buy
15,726
+900
+6% +$28.9K 0.04% 436
2020
Q4
$448K Sell
14,826
-33
-0.2% -$997 0.04% 433
2020
Q3
$385K Sell
14,859
-708
-5% -$18.3K 0.04% 377
2020
Q2
$362K Buy
15,567
+249
+2% +$5.79K 0.05% 367
2020
Q1
$293K Sell
15,318
-9,093
-37% -$174K 0.05% 347
2019
Q4
$588K Buy
24,411
+11,160
+84% +$269K 0.07% 287
2019
Q3
$306K Sell
13,251
-1,128
-8% -$26K 0.05% 384
2019
Q2
$371K Sell
14,379
-2,373
-14% -$61.2K 0.07% 289
2019
Q1
$418K Buy
16,752
+10,950
+189% +$273K 0.08% 190
2018
Q4
$120K Sell
5,802
-30,270
-84% -$626K 0.03% 446
2018
Q3
$890K Buy
36,072
+9,234
+34% +$228K 0.14% 144
2018
Q2
$571K Buy
+26,838
New +$571K 0.16% 136
2018
Q1
Sell
-25,836
Closed -$474K 373
2017
Q4
$474K Buy
+25,836
New +$474K 0.1% 232