FWA
FSM Wealth Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Buy |
14,229
+5,333
| +60% | +$176K | 0.08% | 165 |
|
|
2025
Q1 | $262K | Buy |
8,896
+46
| +0.5% | +$1.35K | 0.06% | 172 |
|
|
2024
Q4 | $292K | Buy |
8,850
+198
| +2% | +$6.53K | 0.07% | 138 |
|
|
2024
Q3 | $299K | Buy |
8,652
+239
| +3% | +$8.25K | 0.08% | 131 |
|
|
2024
Q2 | $281K | Sell |
8,413
-4
| -0% | -$134 | 0.09% | 119 |
|
|
2024
Q1 | $312K | Sell |
8,417
-222
| -3% | -$8.23K | 0.11% | 118 |
|
|
2023
Q4 | $300K | Buy |
8,639
+75
| +0.9% | +$2.6K | 0.13% | 114 |
|
|
2023
Q3 | $263K | Buy |
8,564
+312
| +4% | +$9.59K | 0.13% | 118 |
|
|
2023
Q2 | $279K | Buy |
8,252
+1,244
| +18% | +$42K | 0.14% | 126 |
|
|
2023
Q1 | $210K | Sell |
7,008
-368
| -5% | -$11K | 0.12% | 148 |
|
|
2022
Q4 | $229K | Buy |
+7,376
| New | +$229K | 0.16% | 126 |
|