Heritage Wealth Management (Ohio)’s CSX Corp CSX Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio CSX Stock Details CSX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$965K	Sell
2025 Q3	$952K	Sell
2025 Q2	$881K	Sell
2025 Q1	$803K	Sell
2024 Q4	$890K	Hold
2024 Q3	$952K	Hold
2024 Q2	$918K	Buy