FMWA
Forvis Mazars Wealth Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Sell |
87,904
-1,676
| -2% | -$54.7K | 0.06% | 126 |
|
|
2025
Q1 | $2.64M | Sell |
89,580
-609
| -0.7% | -$17.9K | 0.06% | 131 |
|
|
2024
Q4 | $2.91M | Sell |
90,189
-786
| -0.9% | -$25.4K | 0.07% | 136 |
|
|
2024
Q3 | $3.14M | Sell |
90,975
-1,959
| -2% | -$67.6K | 0.07% | 130 |
|
|
2024
Q2 | $3.11M | Sell |
92,934
-1,071
| -1% | -$35.8K | 0.08% | 124 |
|
|
2024
Q1 | $3.48M | Sell |
94,005
-955
| -1% | -$35.4K | 0.09% | 112 |
|
|
2023
Q4 | $3.29M | Sell |
94,960
-5,019
| -5% | -$174K | 0.09% | 112 |
|
|
2023
Q3 | $3.07M | Sell |
99,979
-11,490
| -10% | -$353K | 0.09% | 115 |
|
|
2023
Q2 | $3.8M | Buy |
111,469
+180
| +0.2% | +$6.14K | 0.11% | 116 |
|
|
2023
Q1 | $3.33M | Buy |
111,289
+677
| +0.6% | +$20.3K | 0.11% | 109 |
|
|
2022
Q4 | $3.43M | Sell |
110,612
-3,475
| -3% | -$108K | 0.12% | 101 |
|
|
2022
Q3 | $3.04M | Sell |
114,087
-1,705
| -1% | -$45.4K | 0.12% | 103 |
|
|
2022
Q2 | $3.37M | Buy |
115,792
+4,905
| +4% | +$143K | 0.14% | 87 |
|
|
2022
Q1 | $4.15M | Buy |
110,887
+1,939
| +2% | +$72.6K | 0.18% | 64 |
|
|
2021
Q4 | $4.1M | Sell |
108,948
-310
| -0.3% | -$11.7K | 0.17% | 63 |
|
|
2021
Q3 | $3.25M | Buy |
109,258
+1,466
| +1% | +$43.6K | 0.15% | 70 |
|
|
2021
Q2 | $3.46M | Buy |
107,792
+70,365
| +188% | +$2.26M | 0.16% | 66 |
|
|
2021
Q1 | $3.61M | Sell |
37,427
-3,374
| -8% | -$325K | 0.18% | 61 |
|
|
2020
Q4 | $3.7M | Buy |
40,801
+1,153
| +3% | +$105K | 0.19% | 60 |
|
|
2020
Q3 | $3.08M | Sell |
39,648
-446
| -1% | -$34.6K | 0.18% | 59 |
|
|
2020
Q2 | $2.8M | Sell |
40,094
-1,050
| -3% | -$73.2K | 0.18% | 61 |
|
|
2020
Q1 | $2.36M | Sell |
41,144
-3,042
| -7% | -$174K | 0.19% | 56 |
|
|
2019
Q4 | $3.2M | Buy |
44,186
+788
| +2% | +$57K | 0.23% | 55 |
|
|
2019
Q3 | $3.01M | Sell |
43,398
-79
| -0.2% | -$5.47K | 0.24% | 58 |
|
|
2019
Q2 | $3.36M | Sell |
43,477
-2,082
| -5% | -$161K | 0.27% | 51 |
|
|
2019
Q1 | $3.41M | Buy |
45,559
+650
| +1% | +$48.6K | 0.28% | 50 |
|
|
2018
Q4 | $2.79M | Sell |
44,909
-590
| -1% | -$36.7K | 0.29% | 46 |
|
|
2018
Q3 | $3.37M | Sell |
45,499
-2,271
| -5% | -$168K | 0.3% | 45 |
|
|
2018
Q2 | $3.05M | Buy |
47,770
+122
| +0.3% | +$7.78K | 0.3% | 49 |
|
|
2018
Q1 | $2.65M | Sell |
47,648
-3,260
| -6% | -$182K | 0.27% | 50 |
|
|
2017
Q4 | $2.8M | Buy |
50,908
+2,467
| +5% | +$136K | 0.28% | 46 |
|
|
2017
Q3 | $2.63M | Sell |
48,441
-317
| -0.7% | -$17.2K | 0.29% | 47 |
|
|
2017
Q2 | $2.66M | Sell |
48,758
-2,199
| -4% | -$120K | 0.3% | 45 |
|
|
2017
Q1 | $2.37M | Sell |
50,957
-7,286
| -13% | -$339K | 0.29% | 48 |
|
|
2016
Q4 | $2.09M | Buy |
58,243
+21
| +0% | +$755 | 0.27% | 49 |
|
|
2016
Q3 | $1.78M | Buy |
58,222
+2,010
| +4% | +$61.3K | 0.25% | 52 |
|
|
2016
Q2 | $1.47M | Sell |
56,212
-863
| -2% | -$22.5K | 0.22% | 61 |
|
|
2016
Q1 | $1.47M | Buy |
57,075
+1,356
| +2% | +$34.9K | 0.23% | 56 |
|
|
2015
Q4 | $1.45M | Buy |
55,719
+3,163
| +6% | +$82.1K | 0.22% | 56 |
|
|
2015
Q3 | $1.41M | Sell |
52,556
-3,023
| -5% | -$81.3K | 0.25% | 52 |
|
|
2015
Q2 | $1.82M | Sell |
55,579
-867
| -2% | -$28.3K | 0.27% | 48 |
|
|
2015
Q1 | $1.87M | Sell |
56,446
-214
| -0.4% | -$7.09K | 0.27% | 52 |
|
|
2014
Q4 | $2.05M | Buy |
56,660
+2,152
| +4% | +$78K | 0.34% | 46 |
|
|
2014
Q3 | $1.75M | Buy |
54,508
+295
| +0.5% | +$9.46K | 0.3% | 48 |
|
|
2014
Q2 | $1.67M | Sell |
54,213
-7,129
| -12% | -$220K | 0.28% | 52 |
|
|
2014
Q1 | $1.77M | Buy |
61,342
+3,533
| +6% | +$102K | 0.31% | 55 |
|
|
2013
Q4 | $1.66M | Sell |
57,809
-946
| -2% | -$27.2K | 0.31% | 56 |
|
|
2013
Q3 | $1.51M | Sell |
58,755
-8
| -0% | -$206 | 0.31% | 56 |
|
|
2013
Q2 | $1.36M | Buy |
+58,763
| New | +$1.36M | 1.08% | 37 |
|