EP Wealth Advisors’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Buy |
8,039
+301
| +4% | +$77K | 0.01% | 408 |
|
|
2025
Q1 | $1.83M | Buy |
7,738
+357
| +5% | +$84.6K | 0.01% | 383 |
|
|
2024
Q4 | $1.73M | Sell |
7,381
-250
| -3% | -$58.7K | 0.01% | 380 |
|
|
2024
Q3 | $1.9M | Buy |
7,631
+2,247
| +42% | +$558K | 0.02% | 368 |
|
|
2024
Q2 | $1.16M | Buy |
5,384
+13
| +0.2% | +$2.79K | 0.01% | 364 |
|
|
2024
Q1 | $1.37M | Sell |
5,371
-178
| -3% | -$45.4K | 0.02% | 322 |
|
|
2023
Q4 | $1.31M | Buy |
5,549
+737
| +15% | +$174K | 0.02% | 324 |
|
|
2023
Q3 | $948K | Sell |
4,812
-393
| -8% | -$77.4K | 0.01% | 338 |
|
|
2023
Q2 | $1.07M | Sell |
5,205
-44,795
| -90% | -$9.17M | 0.02% | 321 |
|
|
2023
Q1 | $107K | Buy |
50,000
+45,928
| +1,128% | +$98.3K | ﹤0.01% | 594 |
|
|
2022
Q4 | $1M | Buy |
+4,072
| New | +$1M | 0.02% | 282 |
|
|
2022
Q3 | – | Sell |
-3,394
| Closed | -$771K | – | 529 |
|
|
2022
Q2 | $771K | Buy |
3,394
+2,499
| +279% | +$568K | 0.02% | 295 |
|
|
2022
Q1 | $255K | Buy |
895
+71
| +9% | +$20.2K | 0.01% | 518 |
|
|
2021
Q4 | $245K | Buy |
+824
| New | +$245K | 0.01% | 493 |
|
|
2021
Q3 | – | Sell |
-778
| Closed | -$206K | – | 553 |
|
|
2021
Q2 | $206K | Sell |
778
-1
| -0.1% | -$265 | 0.01% | 509 |
|
|
2021
Q1 | $209K | Buy |
+779
| New | +$209K | 0.01% | 469 |
|
|
2019
Q4 | – | Sell |
-1,123
| Closed | -$202K | – | 430 |
|
|
2019
Q3 | $202K | Hold |
1,123
| – | – | 0.01% | 344 |
|
|
2019
Q2 | $224K | Buy |
+1,123
| New | +$224K | 0.01% | 277 |
|