CWP
Concord Wealth Partners’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
7,328
-213
| -3% | -$6.95K | 0.03% | 185 |
|
|
2025
Q1 | $222K | Sell |
7,541
-2,454
| -25% | -$72.2K | 0.04% | 187 |
|
|
2024
Q4 | $323K | Sell |
9,995
-83
| -0.8% | -$2.68K | 0.05% | 168 |
|
|
2024
Q3 | $348K | Buy |
10,078
+88
| +0.9% | +$3.04K | 0.06% | 158 |
|
|
2024
Q2 | $334K | Sell |
9,990
-302
| -3% | -$10.1K | 0.06% | 159 |
|
|
2024
Q1 | $382K | Buy |
10,292
+2
| +0% | +$74 | 0.07% | 161 |
|
|
2023
Q4 | $357K | Sell |
10,290
-291
| -3% | -$10.1K | 0.07% | 150 |
|
|
2023
Q3 | $325K | Sell |
10,581
-150
| -1% | -$4.61K | 0.07% | 148 |
|
|
2023
Q2 | $366K | Buy |
10,731
+2,177
| +25% | +$74.2K | 0.08% | 131 |
|
|
2023
Q1 | $256K | Sell |
8,554
-1,474
| -15% | -$44.1K | 0.07% | 136 |
|
|
2022
Q4 | $311K | Buy |
10,028
+1,127
| +13% | +$34.9K | 0.09% | 120 |
|
|
2022
Q3 | $237K | Buy |
8,901
+1
| +0% | +$27 | 0.08% | 139 |
|
|
2022
Q2 | $259K | Buy |
8,900
+466
| +6% | +$13.6K | 0.07% | 135 |
|
|
2022
Q1 | $316K | Hold |
8,434
| – | – | 0.08% | 130 |
|
|
2021
Q4 | $317K | Buy |
8,434
+3,874
| +85% | +$146K | 0.08% | 139 |
|
|
2021
Q3 | $136K | Sell |
4,560
-3,858
| -46% | -$115K | 0.06% | 110 |
|
|
2021
Q2 | $270K | Buy |
8,418
+4,956
| +143% | +$159K | 0.08% | 108 |
|
|
2021
Q1 | $334K | Buy |
3,462
+1,515
| +78% | +$146K | 0.11% | 90 |
|
|
2020
Q4 | $177K | Buy |
+1,947
| New | +$177K | 0.14% | 81 |
|