FWM
Fingerlakes Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $899K | Sell |
27,552
-5,843
| -17% | -$191K | 0.67% | 38 |
|
|
2025
Q1 | $983K | Sell |
33,395
-8,812
| -21% | -$259K | 0.84% | 33 |
|
|
2024
Q4 | $1.36M | Sell |
42,207
-378
| -0.9% | -$12.2K | 1.1% | 28 |
|
|
2024
Q3 | $1.47M | Sell |
42,585
-347
| -0.8% | -$12K | 1.22% | 26 |
|
|
2024
Q2 | $1.44M | Sell |
42,932
-1,965
| -4% | -$65.7K | 1.29% | 26 |
|
|
2024
Q1 | $1.66M | Sell |
44,897
-2,874
| -6% | -$107K | 1.61% | 21 |
|
|
2023
Q4 | $1.66M | Sell |
47,771
-208
| -0.4% | -$7.21K | 1.78% | 19 |
|
|
2023
Q3 | $1.48M | Sell |
47,979
-201
| -0.4% | -$6.18K | 1.8% | 17 |
|
|
2023
Q2 | $1.64M | Sell |
48,180
-1,247
| -3% | -$42.5K | 1.88% | 15 |
|
|
2023
Q1 | $1.48M | Sell |
49,427
-134
| -0.3% | -$4.01K | 1.84% | 15 |
|
|
2022
Q4 | $1.54M | Sell |
49,561
-593
| -1% | -$18.4K | 2.11% | 13 |
|
|
2022
Q3 | $1.34M | Sell |
50,154
-4,723
| -9% | -$126K | 1.95% | 13 |
|
|
2022
Q2 | $1.6M | Sell |
54,877
-676
| -1% | -$19.6K | 2.18% | 11 |
|
|
2022
Q1 | $2.08M | Sell |
55,553
-218
| -0.4% | -$8.16K | 2.43% | 8 |
|
|
2021
Q4 | $2.1M | Buy |
+55,771
| New | +$2.1M | 2.36% | 10 |
|