CWM
Castle Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Sell |
21,239
-1,834
| -8% | -$59.8K | 0.25% | 69 |
|
|
2025
Q1 | $679K | Buy |
23,073
+984
| +4% | +$29K | 0.27% | 69 |
|
|
2024
Q4 | $713K | Buy |
22,089
+1,413
| +7% | +$45.6K | 0.28% | 69 |
|
|
2024
Q3 | $714K | Buy |
20,676
+2,201
| +12% | +$76K | 0.29% | 67 |
|
|
2024
Q2 | $618K | Buy |
18,475
+3,451
| +23% | +$115K | 0.3% | 69 |
|
|
2024
Q1 | $557K | Sell |
15,024
-389
| -3% | -$14.4K | 0.29% | 77 |
|
|
2023
Q4 | $534K | Buy |
15,413
+367
| +2% | +$12.7K | 0.32% | 73 |
|
|
2023
Q3 | $463K | Buy |
15,046
+5,703
| +61% | +$175K | 0.33% | 68 |
|
|
2023
Q2 | $319K | Buy |
9,343
+77
| +0.8% | +$2.63K | 0.22% | 85 |
|
|
2023
Q1 | $277K | Sell |
9,266
-2,297
| -20% | -$68.8K | 0.21% | 92 |
|
|
2022
Q4 | $358K | Sell |
11,563
-91
| -0.8% | -$2.82K | 0.23% | 75 |
|
|
2022
Q3 | $310K | Buy |
11,654
+8,556
| +276% | +$228K | 0.19% | 81 |
|
|
2022
Q2 | $90K | Buy |
+3,098
| New | +$90K | 0.05% | 155 |
|