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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.08M | Sell |
123,796
-12,958
| -9% | -$508K | 0.03% | 307 |
|
|
2025
Q4 | $4.96M | Buy |
+136,754
| New | +$4.89M | 0.03% | 280 |
|
|
2025
Q2 | $5.01M | Sell |
153,502
-2,465
| -2% | -$74.2K | 0.03% | 263 |
|
|
2025
Q1 | $4.59M | Buy |
155,967
+24,664
| +19% | +$783K | 0.04% | 231 |
|
|
2024
Q4 | $4.24M | Buy |
131,303
+7,267
| +6% | +$249K | 0.03% | 238 |
|
|
2024
Q3 | $4.28M | Buy |
124,036
+77,663
| +167% | +$2.64M | 0.04% | 236 |
|
|
2024
Q2 | $1.55M | Sell |
46,373
-210
| -0.5% | -$7.13K | 0.02% | 320 |
|
|
2024
Q1 | $1.73M | Sell |
46,583
-5,074
| -10% | -$185K | 0.02% | 292 |
|
|
2023
Q4 | $1.79M | Buy |
51,657
+123
| +0.2% | +$3.92K | 0.02% | 278 |
|
|
2023
Q3 | $1.58M | Buy |
51,534
+41,524
| +415% | +$1.32M | 0.02% | 264 |
|
|
2023
Q2 | $1.78M | Sell |
10,010
-1,035,416
| -99% | -$32.8M | 0.03% | 257 |
|
|
2023
Q1 | $54.6M | Buy |
1,045,426
+1,005,215
| +2,500% | +$30.9M | 0.94% | 21 |
|
|
2022
Q4 | $1.25M | Sell |
40,211
-2,185
| -5% | -$65.7K | 0.02% | 256 |
|
|
2022
Q3 | $1.13M | Sell |
42,396
-105
| -0.2% | -$3.26K | 0.03% | 227 |
|
|
2022
Q2 | $1.24M | Buy |
42,501
+10,443
| +33% | +$340K | 0.03% | 238 |
|
|
2022
Q1 | $1.2M | Sell |
32,058
-3,136
| -9% | -$111K | 0.03% | 251 |
|
|
2021
Q4 | $1.32M | Buy |
35,194
+2,244
| +7% | +$79.1K | 0.03% | 226 |
|
|
2021
Q3 | $980K | Sell |
32,950
-20,907
| -39% | -$669K | 0.03% | 243 |
|
|
2021
Q2 | $1.73M | Sell |
53,857
-7,394
| -12% | -$244K | 0.05% | 192 |
|
|
2021
Q1 | $1.97M | Buy |
61,251
+52,953
| +638% | +$1.62M | 0.06% | 167 |
|
|
2020
Q4 | $251K | Buy |
+8,298
| New | +$238K | 0.01% | 374 |
|
|
2020
Q1 | – | Sell |
-8,859
| Closed | -$214K | – | 379 |
|
|
2019
Q4 | $214K | Sell |
8,859
-2,394
| -21% | -$56.6K | 0.01% | 383 |
|
|
2019
Q3 | $260K | Buy |
11,253
+864
| +8% | +$20.1K | 0.01% | 299 |
|
|
2019
Q2 | $268K | Buy |
+10,389
| New | +$268K | 0.02% | 257 |
|
Other funds holding CSX
VCM
VPM
