Heartwood Wealth Advisors’s Norfolk Southern NSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Hold |
921
| – | – | 0.02% | 169 |
|
|
2025
Q1 | $218K | Hold |
921
| – | – | 0.02% | 168 |
|
|
2024
Q4 | $216K | Hold |
921
| – | – | 0.02% | 163 |
|
|
2024
Q3 | $229K | Buy |
+921
| New | +$229K | 0.03% | 161 |
|
|
2024
Q2 | – | Sell |
-921
| Closed | -$235K | – | 176 |
|
|
2024
Q1 | $235K | Hold |
921
| – | – | 0.03% | 141 |
|
|
2023
Q4 | $218K | Buy |
+921
| New | +$218K | 0.03% | 134 |
|
|
2023
Q3 | – | Sell |
-1,388
| Closed | -$315K | – | 141 |
|
|
2023
Q2 | $315K | Buy |
1,388
+400
| +40% | +$90.7K | 0.04% | 107 |
|
|
2023
Q1 | $209K | Sell |
988
-979
| -50% | -$208K | 0.03% | 125 |
|
|
2022
Q4 | $485K | Buy |
1,967
+332
| +20% | +$81.8K | 0.08% | 82 |
|
|
2022
Q3 | $343K | Sell |
1,635
-15
| -0.9% | -$3.15K | 0.06% | 85 |
|
|
2022
Q2 | $375K | Buy |
1,650
+35
| +2% | +$7.96K | 0.06% | 85 |
|
|
2022
Q1 | $461K | Buy |
+1,615
| New | +$461K | 0.07% | 79 |
|