CWP
CFM Wealth Partners’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
6,622
-497
| -7% | -$16.2K | 0.03% | 135 |
|
|
2025
Q1 | $210K | Sell |
7,119
-1,879
| -21% | -$55.3K | 0.04% | 137 |
|
|
2024
Q4 | $290K | Sell |
8,998
-11,665
| -56% | -$376K | 0.05% | 117 |
|
|
2024
Q3 | $713K | Buy |
20,663
+1,515
| +8% | +$52.3K | 0.12% | 87 |
|
|
2024
Q2 | $641K | Buy |
19,148
+1,481
| +8% | +$49.5K | 0.12% | 92 |
|
|
2024
Q1 | $655K | Buy |
17,667
+865
| +5% | +$32.1K | 0.13% | 94 |
|
|
2023
Q4 | $583K | Sell |
16,802
-32
| -0.2% | -$1.11K | 0.13% | 99 |
|
|
2023
Q3 | $518K | Buy |
16,834
+1,832
| +12% | +$56.3K | 0.14% | 94 |
|
|
2023
Q2 | $512K | Sell |
15,002
-193
| -1% | -$6.58K | 0.12% | 113 |
|
|
2023
Q1 | $455K | Buy |
15,195
+150
| +1% | +$4.49K | 0.12% | 112 |
|
|
2022
Q4 | $466K | Buy |
15,045
+449
| +3% | +$13.9K | 0.14% | 111 |
|
|
2022
Q3 | $389K | Buy |
+14,596
| New | +$389K | 0.12% | 116 |
|
|
2020
Q3 | – | Sell |
-1,700
| Closed | -$118K | – | 225 |
|
|
2020
Q2 | $118K | Hold |
1,700
| – | – | 0.04% | 185 |
|
|
2020
Q1 | $97K | Hold |
1,700
| – | – | 0.05% | 198 |
|
|
2019
Q4 | $130K | Buy |
+1,700
| New | +$130K | 0.05% | 178 |
|