EWM
Evercore Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Sell |
14,540
-693
| -5% | -$22.6K | 0.01% | 288 |
|
|
2025
Q1 | $448K | Hold |
15,233
| – | – | 0.01% | 279 |
|
|
2024
Q4 | $492K | Hold |
15,233
| – | – | 0.01% | 277 |
|
|
2024
Q3 | $526K | Sell |
15,233
-27
| -0.2% | -$932 | 0.01% | 273 |
|
|
2024
Q2 | $510K | Sell |
15,260
-272
| -2% | -$9.1K | 0.01% | 272 |
|
|
2024
Q1 | $576K | Sell |
15,532
-130
| -0.8% | -$4.82K | 0.01% | 262 |
|
|
2023
Q4 | $543K | Buy |
15,662
+1,191
| +8% | +$41.3K | 0.01% | 272 |
|
|
2023
Q3 | $445K | Sell |
14,471
-448
| -3% | -$13.8K | 0.01% | 285 |
|
|
2023
Q2 | $509K | Sell |
14,919
-863
| -5% | -$29.4K | 0.01% | 277 |
|
|
2023
Q1 | $473K | Buy |
15,782
+863
| +6% | +$25.8K | 0.01% | 280 |
|
|
2022
Q4 | $462K | Buy |
14,919
+876
| +6% | +$27.1K | 0.01% | 275 |
|
|
2022
Q3 | $374K | Hold |
14,043
| – | – | 0.01% | 283 |
|
|
2022
Q2 | $408K | Sell |
14,043
-156
| -1% | -$4.53K | 0.01% | 280 |
|
|
2022
Q1 | $532K | Hold |
14,199
| – | – | 0.01% | 276 |
|
|
2021
Q4 | $534K | Hold |
14,199
| – | – | 0.01% | 273 |
|
|
2021
Q3 | $423K | Hold |
14,199
| – | – | 0.01% | 309 |
|
|
2021
Q2 | $455K | Buy |
14,199
+9,454
| +199% | +$303K | 0.01% | 301 |
|
|
2021
Q1 | $458K | Sell |
4,745
-5,894
| -55% | -$569K | 0.01% | 304 |
|
|
2020
Q4 | $966K | Sell |
10,639
-961
| -8% | -$87.3K | 0.02% | 221 |
|
|
2020
Q3 | $901K | Buy |
11,600
+52
| +0.5% | +$4.04K | 0.02% | 206 |
|
|
2020
Q2 | $805K | Hold |
11,548
| – | – | 0.02% | 214 |
|
|
2020
Q1 | $662K | Sell |
11,548
-1,354
| -10% | -$77.6K | 0.02% | 210 |
|
|
2019
Q4 | $933K | Sell |
12,902
-15
| -0.1% | -$1.09K | 0.03% | 211 |
|
|
2019
Q3 | $894K | Sell |
12,917
-1,121
| -8% | -$77.6K | 0.03% | 218 |
|
|
2019
Q2 | $1.09M | Buy |
14,038
+1,800
| +15% | +$139K | 0.03% | 196 |
|
|
2019
Q1 | $915K | Buy |
12,238
+15
| +0.1% | +$1.12K | 0.03% | 207 |
|
|
2018
Q4 | $759K | Sell |
12,223
-442
| -3% | -$27.4K | 0.03% | 208 |
|
|
2018
Q3 | $938K | Buy |
12,665
+307
| +2% | +$22.7K | 0.03% | 207 |
|
|
2018
Q2 | $788K | Buy |
12,358
+3,911
| +46% | +$249K | 0.03% | 225 |
|
|
2018
Q1 | $471K | Sell |
8,447
-6,040
| -42% | -$337K | 0.02% | 250 |
|
|
2017
Q4 | $797K | Sell |
14,487
-60
| -0.4% | -$3.3K | 0.03% | 208 |
|
|
2017
Q3 | $790K | Hold |
14,547
| – | – | 0.03% | 200 |
|
|
2017
Q2 | $794K | Buy |
14,547
+7,804
| +116% | +$426K | 0.03% | 199 |
|
|
2017
Q1 | $314K | Sell |
6,743
-810
| -11% | -$37.7K | 0.01% | 314 |
|
|
2016
Q4 | $271K | Buy |
7,553
+220
| +3% | +$7.89K | 0.01% | 321 |
|
|
2016
Q3 | $224K | Hold |
7,333
| – | – | 0.01% | 352 |
|
|
2016
Q2 | $191K | Sell |
7,333
-1,034
| -12% | -$26.9K | 0.01% | 371 |
|
|
2016
Q1 | $216K | Sell |
8,367
-6,600
| -44% | -$170K | 0.01% | 342 |
|
|
2015
Q4 | $388K | Buy |
14,967
+502
| +3% | +$13K | 0.02% | 281 |
|
|
2015
Q3 | $389K | Buy |
14,465
+593
| +4% | +$15.9K | 0.02% | 287 |
|
|
2015
Q2 | $455K | Buy |
13,872
+796
| +6% | +$26.1K | 0.02% | 286 |
|
|
2015
Q1 | $434K | Sell |
13,076
-348
| -3% | -$11.6K | 0.02% | 297 |
|
|
2014
Q4 | $485K | Sell |
13,424
-377
| -3% | -$13.6K | 0.02% | 243 |
|
|
2014
Q3 | $441K | Buy |
13,801
+331
| +2% | +$10.6K | 0.02% | 281 |
|
|
2014
Q2 | $415K | Buy |
13,470
+1,261
| +10% | +$38.9K | 0.02% | 297 |
|
|
2014
Q1 | $357K | Buy |
12,209
+2,463
| +25% | +$72K | 0.02% | 300 |
|
|
2013
Q4 | $280K | Sell |
9,746
-1,245
| -11% | -$35.8K | 0.02% | 334 |
|
|
2013
Q3 | $283K | Buy |
10,991
+710
| +7% | +$18.3K | 0.02% | 361 |
|
|
2013
Q2 | $238K | Buy |
+10,281
| New | +$238K | 0.01% | 377 |
|