CWS
Confluence Wealth Services’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $944K | Buy |
28,931
+4
| +0% | +$131 | 0.05% | 179 |
|
|
2025
Q1 | $798K | Sell |
28,927
-296
| -1% | -$8.17K | 0.05% | 181 |
|
|
2024
Q4 | $984K | Buy |
29,223
+4
| +0% | +$135 | 0.06% | 153 |
|
|
2024
Q3 | $1.01M | Sell |
29,219
-392
| -1% | -$13.5K | 0.07% | 146 |
|
|
2024
Q2 | $991K | Buy |
29,611
+17,980
| +155% | +$601K | 0.08% | 149 |
|
|
2024
Q1 | $431K | Sell |
11,631
-965
| -8% | -$35.8K | 0.04% | 223 |
|
|
2023
Q4 | $437K | Sell |
12,596
-33
| -0.3% | -$1.14K | 0.05% | 202 |
|
|
2023
Q3 | $388K | Buy |
12,629
+1,090
| +9% | +$33.5K | 0.08% | 182 |
|
|
2023
Q2 | $393K | Buy |
11,539
+33
| +0.3% | +$1.13K | 0.08% | 188 |
|
|
2023
Q1 | $344K | Sell |
11,506
-1,895
| -14% | -$56.7K | 0.08% | 178 |
|
|
2022
Q4 | $415K | Buy |
13,401
+1,285
| +11% | +$39.8K | 0.11% | 159 |
|
|
2022
Q3 | $322K | Sell |
12,116
-222
| -2% | -$5.9K | 0.14% | 173 |
|
|
2022
Q2 | $421K | Buy |
12,338
+120
| +1% | +$4.1K | 0.19% | 169 |
|
|
2022
Q1 | $457K | Sell |
12,218
-27
| -0.2% | -$1.01K | 0.17% | 151 |
|
|
2021
Q4 | $460K | Buy |
+12,245
| New | +$460K | 0.15% | 150 |
|