CFA
CWS Financial Advisors’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Hold |
1,019
| – | – | 0.08% | 117 |
|
|
2025
Q1 | $241K | Hold |
1,019
| – | – | 0.08% | 118 |
|
|
2024
Q4 | $239K | Buy |
1,019
+143
| +16% | +$33.6K | 0.08% | 114 |
|
|
2024
Q3 | $218K | Buy |
+876
| New | +$218K | 0.08% | 111 |
|
|
2024
Q2 | – | Sell |
-896
| Closed | -$228K | – | 111 |
|
|
2024
Q1 | $228K | Buy |
+896
| New | +$228K | 0.09% | 100 |
|
|
2023
Q1 | – | Sell |
-1,071
| Closed | -$288K | – | 154 |
|
|
2022
Q4 | $288K | Buy |
+1,071
| New | +$288K | 0.12% | 112 |
|
|
2022
Q2 | – | Sell |
-1,089
| Closed | -$311K | – | 171 |
|
|
2022
Q1 | $311K | Hold |
1,089
| – | – | 0.12% | 112 |
|
|
2021
Q4 | $324K | Buy |
+1,089
| New | +$324K | 0.11% | 107 |
|
|
2021
Q2 | $284K | Hold |
1,071
| – | – | 0.11% | 118 |
|
|
2021
Q1 | $288K | Hold |
1,071
| – | – | 0.12% | 112 |
|
|
2020
Q4 | $254K | Hold |
1,071
| – | – | 0.15% | 109 |
|
|
2020
Q3 | $229K | Buy |
+1,071
| New | +$229K | 0.15% | 112 |
|
|
2020
Q2 | – | Sell |
-1,105
| Closed | -$215K | – | 130 |
|
|
2020
Q1 | $215K | Sell |
1,105
-150
| -12% | -$29.2K | 0.16% | 113 |
|
|
2019
Q4 | $244K | Buy |
+1,255
| New | +$244K | 0.18% | 107 |
|