CSWM
Cassady Schiller Wealth Management’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $140K | Buy |
595
+4
| +0.7% | +$939 | 0.05% | 140 |
|
|
2024
Q3 | $147K | Hold |
591
| – | – | 0.05% | 138 |
|
|
2024
Q2 | $127K | Hold |
591
| – | – | 0.05% | 141 |
|
|
2024
Q1 | $151K | Hold |
591
| – | – | 0.07% | 133 |
|
|
2023
Q4 | $140K | Hold |
591
| – | – | 0.07% | 131 |
|
|
2023
Q3 | $116K | Hold |
591
| – | – | 0.06% | 136 |
|
|
2023
Q2 | $134K | Hold |
591
| – | – | 0.07% | 128 |
|
|
2023
Q1 | $125K | Hold |
591
| – | – | 0.06% | 131 |
|
|
2022
Q4 | $146K | Buy |
+591
| New | +$146K | 0.09% | 115 |
|
|
2022
Q1 | – | Sell |
-405
| Closed | -$121K | – | 426 |
|
|
2021
Q4 | $121K | Buy |
+405
| New | +$121K | 0.07% | 124 |
|