EWM
Evermay Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Hold |
8,929
| – | – | 0.04% | 169 |
|
|
2025
Q1 | $263K | Hold |
8,929
| – | – | 0.03% | 169 |
|
|
2024
Q4 | $288K | Sell |
8,929
-26
| -0.3% | -$839 | 0.04% | 166 |
|
|
2024
Q3 | $309K | Sell |
8,955
-147
| -2% | -$5.08K | 0.05% | 158 |
|
|
2024
Q2 | $304K | Hold |
9,102
| – | – | 0.05% | 161 |
|
|
2024
Q1 | $337K | Sell |
9,102
-117
| -1% | -$4.34K | 0.05% | 164 |
|
|
2023
Q4 | $320K | Buy |
9,219
+64
| +0.7% | +$2.22K | 0.06% | 141 |
|
|
2023
Q3 | $282K | Sell |
9,155
-155
| -2% | -$4.77K | 0.06% | 134 |
|
|
2023
Q2 | $317K | Sell |
9,310
-224
| -2% | -$7.64K | 0.06% | 131 |
|
|
2023
Q1 | $285K | Sell |
9,534
-429
| -4% | -$12.8K | 0.06% | 141 |
|
|
2022
Q4 | $309K | Hold |
9,963
| – | – | 0.06% | 135 |
|
|
2022
Q3 | $265K | Sell |
9,963
-172
| -2% | -$4.58K | 0.05% | 143 |
|
|
2022
Q2 | $295K | Buy |
10,135
+29
| +0.3% | +$844 | 0.06% | 134 |
|
|
2022
Q1 | $378K | Hold |
10,106
| – | – | 0.06% | 129 |
|
|
2021
Q4 | $380K | Hold |
10,106
| – | – | 0.07% | 120 |
|
|
2021
Q3 | $301K | Sell |
10,106
-1,566
| -13% | -$46.6K | 0.06% | 133 |
|
|
2021
Q2 | $374K | Buy |
11,672
+7,783
| +200% | +$249K | 0.07% | 120 |
|
|
2021
Q1 | $375K | Buy |
3,889
+1
| +0% | +$96 | 0.08% | 119 |
|
|
2020
Q4 | $353K | Buy |
3,888
+91
| +2% | +$8.26K | 0.08% | 120 |
|
|
2020
Q3 | $295K | Sell |
3,797
-74
| -2% | -$5.75K | 0.07% | 121 |
|
|
2020
Q2 | $270K | Sell |
3,871
-299
| -7% | -$20.9K | 0.07% | 121 |
|
|
2020
Q1 | $239K | Sell |
4,170
-205
| -5% | -$11.7K | 0.07% | 120 |
|
|
2019
Q4 | $317K | Buy |
4,375
+1
| +0% | +$72 | 0.08% | 119 |
|
|
2019
Q3 | $303K | Sell |
4,374
-1,080
| -20% | -$74.8K | 0.08% | 116 |
|
|
2019
Q2 | $422K | Buy |
5,454
+1
| +0% | +$77 | 0.12% | 87 |
|
|
2019
Q1 | $408K | Buy |
5,453
+121
| +2% | +$9.05K | 0.12% | 87 |
|
|
2018
Q4 | $331K | Buy |
5,332
+2
| +0% | +$124 | 0.11% | 92 |
|
|
2018
Q3 | $395K | Sell |
5,330
-199
| -4% | -$14.7K | 0.12% | 90 |
|
|
2018
Q2 | $353K | Buy |
5,529
+1
| +0% | +$64 | 0.12% | 96 |
|
|
2018
Q1 | $308K | Buy |
+5,528
| New | +$308K | 0.11% | 100 |
|