HWMO
Heritage Wealth Management (Ohio)’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $881K | Sell |
27,013
-286
| -1% | -$9.33K | 0.29% | 92 |
|
|
2025
Q1 | $803K | Sell |
27,299
-275
| -1% | -$8.09K | 0.27% | 96 |
|
|
2024
Q4 | $890K | Hold |
27,574
| – | – | 0.3% | 87 |
|
|
2024
Q3 | $952K | Hold |
27,574
| – | – | 0.31% | 84 |
|
|
2024
Q2 | $918K | Buy |
+27,574
| New | +$918K | 0.31% | 86 |
|