CWM
CarsonAllaria Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.9K | Buy |
1,836
+1
| +0.1% | +$33 | 0.03% | 127 |
|
|
2025
Q1 | $54K | Buy |
1,835
+2
| +0.1% | +$59 | 0.03% | 125 |
|
|
2024
Q4 | $59.2K | Buy |
1,833
+1
| +0.1% | +$32 | 0.03% | 124 |
|
|
2024
Q3 | $63.3K | Buy |
1,832
+1
| +0.1% | +$35 | 0.04% | 119 |
|
|
2024
Q2 | $61.3K | Sell |
1,831
-299
| -14% | -$10K | 0.04% | 119 |
|
|
2024
Q1 | $79K | Sell |
2,130
-33
| -2% | -$1.22K | 0.05% | 113 |
|
|
2023
Q4 | $75K | Sell |
2,163
-2,806
| -56% | -$97.3K | 0.05% | 105 |
|
|
2023
Q3 | $153K | Sell |
4,969
-249
| -5% | -$7.66K | 0.12% | 72 |
|
|
2023
Q2 | $178K | Buy |
5,218
+10
| +0.2% | +$341 | 0.14% | 71 |
|
|
2023
Q1 | $156K | Buy |
5,208
+19
| +0.4% | +$569 | 0.13% | 76 |
|
|
2022
Q4 | $161K | Buy |
5,189
+15
| +0.3% | +$465 | 0.14% | 71 |
|
|
2022
Q3 | $138K | Buy |
5,174
+16
| +0.3% | +$427 | 0.13% | 77 |
|
|
2022
Q2 | $150K | Buy |
5,158
+16
| +0.3% | +$465 | 0.14% | 77 |
|
|
2022
Q1 | $193K | Buy |
5,142
+15
| +0.3% | +$563 | 0.17% | 63 |
|
|
2021
Q4 | $193K | Buy |
+5,127
| New | +$193K | 0.17% | 67 |
|