HWA
HHM Wealth Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Sell |
7,493
-723
| -9% | -$23.6K | 0.03% | 174 |
|
|
2025
Q1 | $242K | Sell |
8,216
-610
| -7% | -$18K | 0.03% | 166 |
|
|
2024
Q4 | $285K | Hold |
8,826
| – | – | 0.04% | 152 |
|
|
2024
Q3 | $305K | Hold |
8,826
| – | – | 0.04% | 135 |
|
|
2024
Q2 | $295K | Hold |
8,826
| – | – | 0.04% | 135 |
|
|
2024
Q1 | $327K | Hold |
8,826
| – | – | 0.05% | 107 |
|
|
2023
Q4 | $306K | Sell |
8,826
-1,200
| -12% | -$41.6K | 0.05% | 100 |
|
|
2023
Q3 | $308K | Hold |
10,026
| – | – | 0.06% | 95 |
|
|
2023
Q2 | $342K | Hold |
10,026
| – | – | 0.06% | 93 |
|
|
2023
Q1 | $300K | Hold |
10,026
| – | – | 0.06% | 104 |
|
|
2022
Q4 | $311K | Hold |
10,026
| – | – | 0.07% | 92 |
|
|
2022
Q3 | $267K | Hold |
10,026
| – | – | 0.07% | 88 |
|
|
2022
Q2 | $291K | Buy |
10,026
+3,279
| +49% | +$95.2K | 0.07% | 99 |
|
|
2022
Q1 | $253K | Buy |
6,747
+4,068
| +152% | +$153K | 0.06% | 127 |
|
|
2021
Q4 | $101K | Hold |
2,679
| – | – | 0.02% | 214 |
|
|
2021
Q3 | $80K | Hold |
2,679
| – | – | 0.02% | 233 |
|
|
2021
Q2 | $86K | Buy |
2,679
+1,786
| +200% | +$57.3K | 0.02% | 224 |
|
|
2021
Q1 | $86K | Buy |
893
+200
| +29% | +$19.3K | 0.03% | 207 |
|
|
2020
Q4 | $63K | Hold |
693
| – | – | 0.02% | 231 |
|
|
2020
Q3 | $54K | Hold |
693
| – | – | 0.02% | 212 |
|
|
2020
Q2 | $48K | Hold |
693
| – | – | 0.02% | 229 |
|
|
2020
Q1 | $40K | Buy |
+693
| New | +$40K | 0.02% | 230 |
|