CWA
CM Wealth Advisors’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $805K | Sell |
3,146
-618
| -16% | -$158K | 0.24% | 37 |
|
|
2025
Q1 | $892K | Hold |
3,764
| – | – | 0.29% | 31 |
|
|
2024
Q4 | $883K | Hold |
3,764
| – | – | 0.29% | 31 |
|
|
2024
Q3 | $935K | Hold |
3,764
| – | – | 0.3% | 30 |
|
|
2024
Q2 | $808K | Buy |
3,764
+2,786
| +285% | +$598K | 0.38% | 21 |
|
|
2024
Q1 | $229K | Sell |
978
-1,808
| -65% | -$422K | 0.07% | 160 |
|
|
2023
Q4 | $659K | Hold |
2,786
| – | – | 0.28% | 29 |
|
|
2023
Q3 | $572K | Buy |
+2,786
| New | +$572K | 0.22% | 36 |
|
|
2023
Q1 | – | Sell |
-3,629
| Closed | -$894K | – | 431 |
|
|
2022
Q4 | $894K | Hold |
3,629
| – | – | 0.46% | 20 |
|
|
2022
Q3 | $761M | Hold |
3,629
| – | – | 0.42% | 24 |
|
|
2022
Q2 | $825K | Buy |
+3,629
| New | +$825K | 0.5% | 24 |
|