Evercore Wealth Management’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 | $474K | Sell |
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|
2025
Q1 | $448K | Hold |
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|
2024
Q4 | $492K | Hold |
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|
2024
Q3 | $526K | Sell |
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|
2024
Q2 | $510K | Sell |
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|
2024
Q1 | $576K | Sell |
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|
2023
Q4 | $543K | Buy |
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|
2023
Q3 | $445K | Sell |
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|
2023
Q2 | $509K | Sell |
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|
2023
Q1 | $473K | Buy |
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|
2022
Q4 | $462K | Buy |
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|
2022
Q3 | $374K | Hold |
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|
2022
Q2 | $408K | Sell |
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|
2022
Q1 | $532K | Hold |
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|
2021
Q4 | $534K | Hold |
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|
2021
Q3 | $423K | Hold |
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|
2021
Q2 | $455K | Sell |
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|
2021
Q1 | $458K | Sell |
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|
2020
Q4 | $966K | Sell |
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|
2020
Q3 | $901K | Buy |
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|
2020
Q2 | $805K | Hold |
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|
2020
Q1 | $662K | Sell |
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|
2019
Q4 | $933K | Sell |
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|
2019
Q3 | $894K | Sell |
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|
2019
Q2 | $1.09M | Buy |
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|
2019
Q1 | $915K | Buy |
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|
2018
Q4 | $759K | Sell |
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|
2018
Q3 | $938K | Buy |
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|
2018
Q2 | $788K | Buy |
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|
2018
Q1 | $471K | Sell |
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|
2017
Q4 | $797K | Sell |
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|
2017
Q3 | $790K | Hold |
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|
2017
Q2 | $794K | Buy |
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|
2017
Q1 | $314K | Sell |
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|
2016
Q4 | $271K | Buy |
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|
2016
Q3 | $224K | Hold |
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|
2016
Q2 | $191K | Sell |
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|
2016
Q1 | $216K | Sell |
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|
2015
Q4 | $388K | Buy |
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|
2015
Q3 | $389K | Buy |
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|
2015
Q2 | $455K | Buy |
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|
2015
Q1 | $434K | Sell |
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|
2014
Q4 | $485K | Sell |
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|
2014
Q3 | $441K | Buy |
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|
2014
Q2 | $415K | Buy |
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|
2014
Q1 | $357K | Buy |
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|
2013
Q4 | $280K | Sell |
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|
2013
Q3 | $283K | Buy |
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|
2013
Q2 | $238K | Buy |
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