EP Wealth Advisors’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.01M | Sell |
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|
2025
Q1 | $4.59M | Buy |
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|
2024
Q4 | $4.24M | Buy |
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|
2024
Q3 | $4.28M | Buy |
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|
2024
Q2 | $1.55M | Sell |
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|
2024
Q1 | $1.73M | Sell |
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|
2023
Q4 | $1.79M | Buy |
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|
2023
Q3 | $1.58M | Buy |
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|
2023
Q2 | $1.78M | Sell |
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|
2023
Q1 | $54.6M | Buy |
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|
2022
Q4 | $1.25M | Sell |
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|
2022
Q3 | $1.13M | Sell |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $1.2M | Sell |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | $980K | Sell |
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|
2021
Q2 | $1.73M | Sell |
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|
2021
Q1 | $1.97M | Buy |
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|
2020
Q4 | $251K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $214K | Sell |
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|
2019
Q3 | $260K | Buy |
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|
2019
Q2 | $268K | Buy |
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