Crestwood Advisors Group’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
+7,268
| New | +$237K | ﹤0.01% | 484 |
|
|
2024
Q1 | – | Sell |
-6,008
| Closed | -$208K | – | 421 |
|
|
2023
Q4 | $208K | Sell |
6,008
-1,119
| -16% | -$38.8K | ﹤0.01% | 383 |
|
|
2023
Q3 | $219K | Sell |
7,127
-2,081
| -23% | -$64K | 0.01% | 331 |
|
|
2023
Q2 | $314K | Sell |
9,208
-4,758
| -34% | -$162K | 0.01% | 209 |
|
|
2023
Q1 | $418K | Sell |
13,966
-3,724
| -21% | -$111K | 0.01% | 197 |
|
|
2022
Q4 | $548K | Sell |
17,690
-3,500
| -17% | -$108K | 0.02% | 182 |
|
|
2022
Q3 | $565K | Buy |
21,190
+2,260
| +12% | +$60.3K | 0.02% | 180 |
|
|
2022
Q2 | $550K | Sell |
18,930
-2,521
| -12% | -$73.2K | 0.02% | 185 |
|
|
2022
Q1 | $803K | Sell |
21,451
-2,912
| -12% | -$109K | 0.02% | 174 |
|
|
2021
Q4 | $916K | Buy |
+24,363
| New | +$916K | 0.02% | 170 |
|