EWM
Empirical Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Buy |
15,512
+381
| +3% | +$12.4K | 0.01% | 415 |
|
|
2025
Q1 | $445K | Sell |
15,131
-2,069
| -12% | -$60.9K | 0.01% | 426 |
|
|
2024
Q4 | $555K | Sell |
17,200
-426
| -2% | -$13.7K | 0.02% | 364 |
|
|
2024
Q3 | $609K | Buy |
17,626
+351
| +2% | +$12.1K | 0.02% | 339 |
|
|
2024
Q2 | $578K | Buy |
17,275
+126
| +0.7% | +$4.22K | 0.02% | 331 |
|
|
2024
Q1 | $636K | Sell |
17,149
-1,858
| -10% | -$68.9K | 0.02% | 309 |
|
|
2023
Q4 | $659K | Buy |
19,007
+2,512
| +15% | +$87.1K | 0.02% | 281 |
|
|
2023
Q3 | $507K | Buy |
16,495
+1,231
| +8% | +$37.9K | 0.02% | 304 |
|
|
2023
Q2 | $521K | Sell |
15,264
-157
| -1% | -$5.35K | 0.02% | 298 |
|
|
2023
Q1 | $462K | Buy |
15,421
+717
| +5% | +$21.5K | 0.02% | 329 |
|
|
2022
Q4 | $456K | Hold |
14,704
| – | – | 0.02% | 324 |
|
|
2022
Q3 | $392K | Buy |
14,704
+144
| +1% | +$3.84K | 0.02% | 333 |
|
|
2022
Q2 | $423K | Buy |
14,560
+543
| +4% | +$15.8K | 0.02% | 324 |
|
|
2022
Q1 | $525K | Buy |
14,017
+460
| +3% | +$17.2K | 0.03% | 322 |
|
|
2021
Q4 | $510K | Sell |
13,557
-1,967
| -13% | -$74K | 0.03% | 339 |
|
|
2021
Q3 | $462K | Buy |
15,524
+1,895
| +14% | +$56.4K | 0.03% | 314 |
|
|
2021
Q2 | $437K | Buy |
13,629
+9,149
| +204% | +$6.06K | 0.03% | 319 |
|
|
2021
Q1 | $432K | Buy |
4,480
+105
| +2% | +$10.1K | 0.03% | 272 |
|
|
2020
Q4 | $397K | Hold |
4,375
| – | – | 0.03% | 273 |
|
|
2020
Q3 | $340K | Sell |
4,375
-264
| -6% | -$20.5K | 0.03% | 264 |
|
|
2020
Q2 | $324K | Sell |
4,639
-265
| -5% | -$18.5K | 0.03% | 264 |
|
|
2020
Q1 | $281K | Sell |
4,904
-130
| -3% | -$7.45K | 0.03% | 250 |
|
|
2019
Q4 | $364K | Hold |
5,034
| – | – | 0.04% | 226 |
|
|
2019
Q3 | $349K | Sell |
5,034
-468
| -9% | -$32.4K | 0.04% | 205 |
|
|
2019
Q2 | $426K | Hold |
5,502
| – | – | 0.06% | 169 |
|
|
2019
Q1 | $412K | Sell |
5,502
-575
| -9% | -$43.1K | 0.06% | 151 |
|
|
2018
Q4 | $378K | Buy |
6,077
+1,051
| +21% | +$65.4K | 0.06% | 139 |
|
|
2018
Q3 | $372K | Sell |
5,026
-22
| -0.4% | -$1.63K | 0.07% | 145 |
|
|
2018
Q2 | $322K | Buy |
5,048
+1,324
| +36% | +$84.5K | 0.06% | 142 |
|
|
2018
Q1 | $207K | Hold |
3,724
| – | – | 0.04% | 162 |
|
|
2017
Q4 | $205K | Hold |
3,724
| – | – | 0.04% | 144 |
|
|
2017
Q3 | $202K | Hold |
3,724
| – | – | 0.05% | 138 |
|
|
2017
Q2 | $203K | Buy |
+3,724
| New | +$203K | 0.05% | 129 |
|