CWP
Cyndeo Wealth Partners’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Buy |
12,768
+30
| +0.2% | +$979 | 0.02% | 325 |
|
|
2025
Q1 | $375K | Buy |
12,738
+10
| +0.1% | +$294 | 0.02% | 331 |
|
|
2024
Q4 | $411K | Sell |
12,728
-7
| -0.1% | -$226 | 0.03% | 324 |
|
|
2024
Q3 | $440K | Buy |
12,735
+485
| +4% | +$16.7K | 0.03% | 315 |
|
|
2024
Q2 | $410K | Buy |
12,250
+2,408
| +24% | +$80.5K | 0.03% | 297 |
|
|
2024
Q1 | $365K | Buy |
9,842
+23
| +0.2% | +$853 | 0.03% | 300 |
|
|
2023
Q4 | $340K | Sell |
9,819
-20
| -0.2% | -$693 | 0.03% | 292 |
|
|
2023
Q3 | $303K | Buy |
9,839
+7
| +0.1% | +$215 | 0.03% | 272 |
|
|
2023
Q2 | $335K | Buy |
9,832
+13
| +0.1% | +$443 | 0.04% | 254 |
|
|
2023
Q1 | $294K | Hold |
9,819
| – | – | 0.03% | 263 |
|
|
2022
Q4 | $304K | Buy |
+9,819
| New | +$304K | 0.04% | 260 |
|