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Carolinas Wealth Consulting’s CSX Corp CSX Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-919
Closed -$27K – 199
2025
Q1 		$27K Buy
919
+20
+2% +$635 0.01% 421
2024
Q4 		$29K Sell
899
-18
-2% -$617 0.01% 428
2024
Q3 		$31.6K Buy
917
+32
+4% +$1.09K 0.01% 421
2024
Q2 		$29.6K Buy
885
+8
+0.9% +$272 0.01% 435
2024
Q1 		$32.5K Sell
877
-11,970
-93% -$437K 0.01% 433
2023
Q4 		$64.2K Buy
12,847
+567
+5% +$18.1K 0.01% 305
2023
Q3 		$39.6K Hold
12,280
– – 0.01% 343
2023
Q2 		$44K Sell
12,280
-35
-0.3% -$1.11K 0.01% 366
2023
Q1 		$41.1K Sell
12,315
-2,263
-16% -$69.6K 0.01% 391
2022
Q4 		$112K Buy
14,578
+252
+2% +$7.58K 0.03% 250
2022
Q3 		$91K Buy
14,326
+694
+5% +$21.6K 0.02% 257
2022
Q2 		$78K Buy
13,632
+12,788
+1,515% +$417K 0.02% 276
2022
Q1 		$32K Buy
844
+1
+0.1% +$35 0.01% 415
2021
Q4 		$32K Sell
843
-1
-0.1% -$35 0.01% 423
2021
Q3 		$25K Buy
844
+1
+0.1% +$32 0.01% 433
2021
Q2 		$27K Sell
843
-1,650
-66% -$54.4K 0.01% 452
2021
Q1 		$80K Hold
2,493
– – 0.02% 287
2020
Q4 		$75K Buy
2,493
+2,013
+419% +$57.8K 0.02% 272
2020
Q3 		$12K Sell
480
-729
-60% -$18K ﹤0.01% 446
2020
Q2 		$28K Buy
+1,209
New +$26.7K 0.01% 257

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Carolinas Wealth Consulting's CSX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of CSX Corp (CSX) in Q2 2025, closing a stake of 919 shares — an estimated $27K sold.

Carolinas Wealth Consulting first reported a position in CSX in Q2 2020 and held it in 20 quarters. The position peaked at $112K in Q4 2022. 1,697 funds tracked by Wall St. Rank hold CSX as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining CSX Corp position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 919 CSX Corp shares in Q2 2025, an estimated $27K.
  • Carolinas Wealth Consulting first reported a position in CSX Corp in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's CSX Corp position peaked at $112K in Q4 2022.
  • 1,697 funds tracked by Wall St. Rank held CSX Corp as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.