HCR Wealth Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Hold |
7,427
| – | – | 0.03% | 208 |
|
|
2025
Q1 | $219K | Sell |
7,427
-30
| -0.4% | -$883 | 0.03% | 216 |
|
|
2024
Q4 | $241K | Buy |
7,457
+11
| +0.1% | +$355 | 0.03% | 204 |
|
|
2024
Q3 | $257K | Hold |
7,446
| – | – | 0.03% | 200 |
|
|
2024
Q2 | $249K | Hold |
7,446
| – | – | 0.04% | 191 |
|
|
2024
Q1 | $276K | Hold |
7,446
| – | – | 0.04% | 178 |
|
|
2023
Q4 | $258K | Buy |
7,446
+414
| +6% | +$14.4K | 0.04% | 167 |
|
|
2023
Q3 | $216K | Sell |
7,032
-252
| -3% | -$7.75K | 0.05% | 155 |
|
|
2023
Q2 | $248K | Hold |
7,284
| – | – | 0.05% | 153 |
|
|
2023
Q1 | $218K | Hold |
7,284
| – | – | 0.04% | 158 |
|
|
2022
Q4 | $226K | Buy |
+7,284
| New | +$226K | 0.05% | 156 |
|
|
2022
Q3 | – | Sell |
-7,284
| Closed | -$212K | – | 170 |
|
|
2022
Q2 | $212K | Hold |
7,284
| – | – | 0.04% | 163 |
|
|
2022
Q1 | $273K | Sell |
7,284
-15
| -0.2% | -$562 | 0.04% | 159 |
|
|
2021
Q4 | $274K | Buy |
7,299
+15
| +0.2% | +$563 | 0.04% | 170 |
|
|
2021
Q3 | $217K | Hold |
7,284
| – | – | 0.04% | 182 |
|
|
2021
Q2 | $234K | Hold |
7,284
| – | – | 0.04% | 175 |
|
|
2021
Q1 | $234K | Sell |
7,284
-1,050
| -13% | -$33.7K | 0.05% | 168 |
|
|
2020
Q4 | $252K | Buy |
8,334
+222
| +3% | +$6.71K | 0.05% | 160 |
|
|
2020
Q3 | $210K | Buy |
+8,112
| New | +$210K | 0.05% | 154 |
|
|
2019
Q1 | – | Sell |
-9,780
| Closed | -$203K | – | 176 |
|
|
2018
Q4 | $203K | Hold |
9,780
| – | – | 0.07% | 148 |
|
|
2018
Q3 | $221K | Hold |
9,780
| – | – | 0.07% | 142 |
|
|
2018
Q2 | $212K | Buy |
+9,780
| New | +$212K | 0.07% | 157 |
|