CWM
Curi Wealth Management’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,298
| Closed | -$1.02M | – | 96 |
|
|
2023
Q4 | $1.02M | Sell |
4,298
-31
| -0.7% | -$7.33K | 0.14% | 65 |
|
|
2023
Q3 | $852K | Buy |
4,329
+616
| +17% | +$121K | 0.13% | 66 |
|
|
2023
Q2 | $842K | Buy |
3,713
+3
| +0.1% | +$680 | 0.11% | 77 |
|
|
2023
Q1 | $786K | Sell |
3,710
-61
| -2% | -$12.9K | 0.11% | 84 |
|
|
2022
Q4 | $929K | Sell |
3,771
-166
| -4% | -$40.9K | 0.13% | 83 |
|
|
2022
Q3 | $825K | Buy |
3,937
+3,143
| +396% | +$659K | 0.14% | 75 |
|
|
2022
Q2 | $181K | Buy |
794
+2
| +0.3% | +$456 | 0.03% | 125 |
|
|
2022
Q1 | $225K | Buy |
792
+205
| +35% | +$58.2K | 0.04% | 109 |
|
|
2021
Q4 | $174K | Buy |
+587
| New | +$174K | 0.03% | 117 |
|
|
2021
Q1 | – | Sell |
-428
| Closed | -$101K | – | 356 |
|
|
2020
Q4 | $101K | Buy |
+428
| New | +$101K | 0.07% | 113 |
|