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Congress Wealth Management’s CSX Corp CSX Stock Holding History

Congress Wealth Management’s Portfolio CSX Stock Details CSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$546K Sell
16,724
-888
-5% -$26.7K 0.01% 898
2025
Q1 		$521K Sell
17,612
-16,068
-48% -$510K 0.01% 807
2024
Q4 		$1.09M Buy
+33,680
New +$1.16M 0.01% 506
2024
Q1 		– Sell
-20,206
Closed -$701K – 590
2023
Q4 		$701K Buy
+20,206
New +$644K 0.01% 421
2022
Q4 		– Sell
-8,331
Closed -$222K – 560
2022
Q3 		$222K Sell
8,331
-550
-6% -$17.1K 0.01% 511
2022
Q2 		$258K Sell
8,881
-911
-9% -$29.7K 0.01% 498
2022
Q1 		$367K Buy
9,792
+1,008
+11% +$35.7K 0.01% 478
2021
Q4 		$330K Buy
+8,784
New +$310K 0.01% 519

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