EWM
Evermay Wealth Management’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $914K | Sell |
3,570
-100
| -3% | -$25.6K | 0.11% | 91 |
|
|
2025
Q1 | $869K | Sell |
3,670
-800
| -18% | -$189K | 0.11% | 86 |
|
|
2024
Q4 | $1.05M | Sell |
4,470
-125
| -3% | -$29.3K | 0.16% | 76 |
|
|
2024
Q3 | $1.14M | Hold |
4,595
| – | – | 0.18% | 74 |
|
|
2024
Q2 | $987K | Hold |
4,595
| – | – | 0.16% | 79 |
|
|
2024
Q1 | $1.17M | Sell |
4,595
-72
| -2% | -$18.4K | 0.18% | 71 |
|
|
2023
Q4 | $1.1M | Buy |
4,667
+67
| +1% | +$15.8K | 0.2% | 56 |
|
|
2023
Q3 | $906K | Sell |
4,600
-94
| -2% | -$18.5K | 0.19% | 60 |
|
|
2023
Q2 | $1.06M | Sell |
4,694
-5
| -0.1% | -$1.13K | 0.2% | 52 |
|
|
2023
Q1 | $996K | Sell |
4,699
-245
| -5% | -$51.9K | 0.2% | 55 |
|
|
2022
Q4 | $1.22M | Sell |
4,944
-690
| -12% | -$170K | 0.25% | 47 |
|
|
2022
Q3 | $1.18M | Buy |
5,634
+85
| +2% | +$17.8K | 0.23% | 47 |
|
|
2022
Q2 | $1.26M | Sell |
5,549
-316
| -5% | -$71.8K | 0.24% | 45 |
|
|
2022
Q1 | $1.67M | Sell |
5,865
-1,510
| -20% | -$431K | 0.28% | 39 |
|
|
2021
Q4 | $2.2M | Hold |
7,375
| – | – | 0.39% | 24 |
|
|
2021
Q3 | $1.76M | Sell |
7,375
-1,405
| -16% | -$336K | 0.34% | 24 |
|
|
2021
Q2 | $2.33M | Sell |
8,780
-80
| -0.9% | -$21.2K | 0.43% | 21 |
|
|
2021
Q1 | $2.38M | Sell |
8,860
-125
| -1% | -$33.6K | 0.48% | 22 |
|
|
2020
Q4 | $2.14M | Sell |
8,985
-234
| -3% | -$55.6K | 0.47% | 24 |
|
|
2020
Q3 | $1.97M | Sell |
9,219
-45
| -0.5% | -$9.63K | 0.48% | 25 |
|
|
2020
Q2 | $1.63M | Buy |
9,264
+1,118
| +14% | +$196K | 0.43% | 29 |
|
|
2020
Q1 | $1.19M | Sell |
8,146
-218
| -3% | -$31.8K | 0.36% | 32 |
|
|
2019
Q4 | $1.62M | Buy |
8,364
+637
| +8% | +$124K | 0.4% | 30 |
|
|
2019
Q3 | $1.39M | Sell |
7,727
-350
| -4% | -$62.9K | 0.38% | 32 |
|
|
2019
Q2 | $1.61M | Sell |
8,077
-376
| -4% | -$74.9K | 0.45% | 28 |
|
|
2019
Q1 | $1.58M | Sell |
8,453
-775
| -8% | -$145K | 0.45% | 28 |
|
|
2018
Q4 | $1.38M | Buy |
9,228
+1,100
| +14% | +$164K | 0.45% | 28 |
|
|
2018
Q3 | $1.47M | Sell |
8,128
-350
| -4% | -$63.2K | 0.46% | 28 |
|
|
2018
Q2 | $1.28M | Sell |
8,478
-91
| -1% | -$13.7K | 0.43% | 30 |
|
|
2018
Q1 | $1.16M | Sell |
8,569
-545
| -6% | -$74K | 0.4% | 32 |
|
|
2017
Q4 | $1.32M | Buy |
9,114
+2,555
| +39% | +$370K | 0.48% | 24 |
|
|
2017
Q3 | $867K | Buy |
6,559
+1,341
| +26% | +$177K | 0.38% | 26 |
|
|
2017
Q2 | $635K | Hold |
5,218
| – | – | 0.28% | 31 |
|
|
2017
Q1 | $584K | Sell |
5,218
-140
| -3% | -$15.7K | 0.26% | 36 |
|
|
2016
Q4 | $579K | Hold |
5,358
| – | – | 0.28% | 31 |
|
|
2016
Q3 | $520K | Hold |
5,358
| – | – | 0.26% | 33 |
|
|
2016
Q2 | $456K | Hold |
5,358
| – | – | 0.24% | 38 |
|
|
2016
Q1 | $446K | Sell |
5,358
-238
| -4% | -$19.8K | 0.25% | 38 |
|
|
2015
Q4 | $473K | Buy |
5,596
+788
| +16% | +$66.6K | 0.28% | 33 |
|
|
2015
Q3 | $367K | Hold |
4,808
| – | – | 0.22% | 43 |
|
|
2015
Q2 | $420K | Sell |
4,808
-1,754
| -27% | -$153K | 0.25% | 40 |
|
|
2015
Q1 | $675K | Buy |
6,562
+1,468
| +29% | +$151K | 0.4% | 28 |
|
|
2014
Q4 | $558K | Sell |
5,094
-492
| -9% | -$53.9K | 0.36% | 33 |
|
|
2014
Q3 | $623K | Sell |
5,586
-30
| -0.5% | -$3.35K | 0.53% | 25 |
|
|
2014
Q2 | $579K | Buy |
+5,616
| New | +$579K | 0.5% | 25 |
|