BWM
BNC Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
7,284
-151
| -2% | -$4.93K | 0.07% | 81 |
|
|
2025
Q1 | $219K | Sell |
7,435
-90
| -1% | -$2.65K | 0.08% | 87 |
|
|
2024
Q4 | $243K | Sell |
7,525
-217
| -3% | -$7K | 0.08% | 82 |
|
|
2024
Q3 | $267K | Sell |
7,742
-29
| -0.4% | -$1K | 0.1% | 78 |
|
|
2024
Q2 | $260K | Sell |
7,771
-90
| -1% | -$3.01K | 0.1% | 83 |
|
|
2024
Q1 | $291K | Sell |
7,861
-90
| -1% | -$3.34K | 0.12% | 86 |
|
|
2023
Q4 | $276K | Hold |
7,951
| – | – | 0.13% | 83 |
|
|
2023
Q3 | $244K | Hold |
7,951
| – | – | 0.13% | 87 |
|
|
2023
Q2 | $271K | Sell |
7,951
-392
| -5% | -$13.4K | 0.14% | 86 |
|
|
2023
Q1 | $250K | Hold |
8,343
| – | – | 0.14% | 98 |
|
|
2022
Q4 | $258K | Hold |
8,343
| – | – | 0.15% | 91 |
|
|
2022
Q3 | $222K | Hold |
8,343
| – | – | 0.13% | 96 |
|
|
2022
Q2 | $242K | Hold |
8,343
| – | – | 0.13% | 101 |
|
|
2022
Q1 | $312K | Hold |
8,343
| – | – | 0.15% | 95 |
|
|
2021
Q4 | $314K | Hold |
8,343
| – | – | 0.15% | 88 |
|
|
2021
Q3 | $248K | Hold |
8,343
| – | – | 0.15% | 79 |
|
|
2021
Q2 | $268K | Buy |
8,343
+5,562
| +200% | +$179K | 0.16% | 75 |
|
|
2021
Q1 | $268K | Hold |
2,781
| – | – | 0.19% | 70 |
|
|
2020
Q4 | $252K | Hold |
2,781
| – | – | 0.16% | 81 |
|
|
2020
Q3 | $216K | Buy |
+2,781
| New | +$216K | 0.15% | 78 |
|