Carson Wealth (CWM LLC)’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.22M | Buy |
129,168
+24,580
| +24% | +$802K | 0.01% | 650 |
|
|
2025
Q1 | $3.08M | Buy |
104,588
+5,614
| +6% | +$165K | 0.01% | 676 |
|
|
2024
Q4 | $3.19M | Buy |
98,974
+725
| +0.7% | +$23.4K | 0.01% | 598 |
|
|
2024
Q3 | $3.39M | Buy |
98,249
+982
| +1% | +$33.9K | 0.01% | 544 |
|
|
2024
Q2 | $3.25M | Buy |
97,267
+2,313
| +2% | +$77.4K | 0.02% | 518 |
|
|
2024
Q1 | $3.52M | Buy |
94,954
+143
| +0.2% | +$5.3K | 0.02% | 485 |
|
|
2023
Q4 | $3.29M | Sell |
94,811
-254,079
| -73% | -$8.81M | 0.02% | 476 |
|
|
2023
Q3 | $10.7M | Buy |
348,890
+2,725
| +0.8% | +$83.8K | 0.07% | 232 |
|
|
2023
Q2 | $11.8M | Sell |
346,165
-4,912
| -1% | -$167K | 0.07% | 214 |
|
|
2023
Q1 | $10.5M | Buy |
351,077
+10,242
| +3% | +$307K | 0.07% | 210 |
|
|
2022
Q4 | $10.6M | Sell |
340,835
-44,058
| -11% | -$1.36M | 0.08% | 195 |
|
|
2022
Q3 | $10.3M | Buy |
384,893
+6,134
| +2% | +$163K | 0.08% | 191 |
|
|
2022
Q2 | $11M | Sell |
378,759
-14,284
| -4% | -$415K | 0.09% | 184 |
|
|
2022
Q1 | $14.7M | Buy |
393,043
+369,826
| +1,593% | +$13.8M | 0.1% | 175 |
|
|
2021
Q4 | $873K | Buy |
+23,217
| New | +$873K | 0.01% | 601 |
|
|
2021
Q2 | $668K | Sell |
20,826
-41,652
| -67% | -$1.34M | 0.01% | 627 |
|
|
2021
Q1 | $668K | Hold |
62,478
| – | – | 0.01% | 627 |
|
|
2020
Q4 | $668K | Hold |
62,478
| – | – | 0.01% | 627 |
|
|
2020
Q3 | $668K | Hold |
62,478
| – | – | 0.01% | 627 |
|
|
2020
Q2 | $668K | Hold |
62,478
| – | – | 0.01% | 627 |
|
|
2020
Q1 | $668K | Hold |
62,478
| – | – | 0.01% | 627 |
|
|
2019
Q4 | $668K | Hold |
62,478
| – | – | 0.01% | 627 |
|
|
2019
Q3 | $668K | Hold |
62,478
| – | – | 0.01% | 627 |
|
|
2019
Q2 | $668K | Hold |
62,478
| – | – | 0.01% | 627 |
|
|
2019
Q1 | $668K | Buy |
62,478
+58,827
| +1,611% | +$629K | 0.01% | 627 |
|
|
2018
Q4 | $76K | Buy |
3,651
+762
| +26% | +$15.9K | ﹤0.01% | 775 |
|
|
2018
Q3 | $71K | Buy |
2,889
+2,241
| +346% | +$55.1K | ﹤0.01% | 674 |
|
|
2018
Q2 | $14K | Buy |
648
+474
| +272% | +$10.2K | ﹤0.01% | 901 |
|
|
2018
Q1 | $3K | Sell |
174
-858
| -83% | -$14.8K | ﹤0.01% | 1087 |
|
|
2017
Q4 | $19K | Sell |
1,032
-303
| -23% | -$5.58K | ﹤0.01% | 706 |
|
|
2017
Q3 | $24K | Buy |
+1,335
| New | +$24K | ﹤0.01% | 664 |
|
|
2017
Q2 | – | Sell |
-1,290
| Closed | -$20K | – | 1214 |
|
|
2017
Q1 | $20K | Buy |
1,290
+1,026
| +389% | +$15.9K | ﹤0.01% | 596 |
|
|
2016
Q4 | $3K | Buy |
+264
| New | +$3K | ﹤0.01% | 915 |
|
|
2016
Q3 | – | Sell |
-720
| Closed | -$6K | – | 995 |
|
|
2016
Q2 | $6K | Buy |
+720
| New | +$6K | ﹤0.01% | 598 |
|
|
2016
Q1 | – | Sell |
-1,200
| Closed | -$10K | – | 760 |
|
|
2015
Q4 | $10K | Hold |
1,200
| – | – | ﹤0.01% | 463 |
|
|
2015
Q3 | $11K | Buy |
+1,200
| New | +$11K | ﹤0.01% | 440 |
|
|
2014
Q1 | – | Sell |
-1,800
| Closed | -$17K | – | 213 |
|
|
2013
Q4 | $17K | Hold |
1,800
| – | – | ﹤0.01% | 358 |
|
|
2013
Q3 | $15K | Buy |
+1,800
| New | +$15K | ﹤0.01% | 289 |
|