IFWM
Institute for Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Sell |
69,915
-90
| -0.1% | -$2.94K | 0.25% | 85 |
|
|
2025
Q1 | $2.06M | Sell |
70,005
-666
| -0.9% | -$19.6K | 0.26% | 84 |
|
|
2024
Q4 | $2.28M | Sell |
70,671
-297
| -0.4% | -$9.58K | 0.29% | 73 |
|
|
2024
Q3 | $2.45M | Sell |
70,968
-547
| -0.8% | -$18.9K | 0.31% | 68 |
|
|
2024
Q2 | $2.39M | Sell |
71,515
-929
| -1% | -$31.1K | 0.32% | 65 |
|
|
2024
Q1 | $2.69M | Sell |
72,444
-28
| -0% | -$1.04K | 0.35% | 55 |
|
|
2023
Q4 | $2.51M | Sell |
72,472
-485
| -0.7% | -$16.8K | 0.41% | 50 |
|
|
2023
Q3 | $2.24M | Sell |
72,957
-155
| -0.2% | -$4.77K | 0.4% | 54 |
|
|
2023
Q2 | $2.49M | Sell |
73,112
-40
| -0.1% | -$1.36K | 0.42% | 45 |
|
|
2023
Q1 | $2.19M | Sell |
73,152
-173
| -0.2% | -$5.18K | 0.42% | 52 |
|
|
2022
Q4 | $2.27M | Sell |
73,325
-252
| -0.3% | -$7.81K | 0.48% | 47 |
|
|
2022
Q3 | $1.96M | Sell |
73,577
-5
| -0% | -$133 | 0.44% | 51 |
|
|
2022
Q2 | $2.14M | Sell |
73,582
-642
| -0.9% | -$18.7K | 0.42% | 49 |
|
|
2022
Q1 | $2.78M | Buy |
74,224
+28
| +0% | +$1.05K | 0.45% | 50 |
|
|
2021
Q4 | $2.79M | Sell |
74,196
-91
| -0.1% | -$3.42K | 0.45% | 49 |
|
|
2021
Q3 | $2.21M | Sell |
74,287
-164
| -0.2% | -$4.88K | 0.39% | 60 |
|
|
2021
Q2 | $2.39M | Buy |
74,451
+49,095
| +194% | +$1.57M | 0.42% | 59 |
|
|
2021
Q1 | $2.45M | Sell |
25,356
-820
| -3% | -$79.1K | 0.46% | 49 |
|
|
2020
Q4 | $2.38M | Sell |
26,176
-450
| -2% | -$40.8K | 0.47% | 45 |
|
|
2020
Q3 | $2.07M | Sell |
26,626
-346
| -1% | -$26.9K | 0.47% | 44 |
|
|
2020
Q2 | $1.88M | Sell |
26,972
-203
| -0.7% | -$14.2K | 0.46% | 43 |
|
|
2020
Q1 | $1.56M | Sell |
27,175
-469
| -2% | -$26.9K | 0.48% | 45 |
|
|
2019
Q4 | $2M | Buy |
27,644
+511
| +2% | +$37K | 0.45% | 44 |
|
|
2019
Q3 | $1.88M | Sell |
27,133
-5,128
| -16% | -$355K | 0.47% | 46 |
|
|
2019
Q2 | $2.5M | Buy |
32,261
+1,157
| +4% | +$89.5K | 0.55% | 40 |
|
|
2019
Q1 | $2.33M | Buy |
+31,104
| New | +$2.33M | 0.51% | 45 |
|
|
2018
Q4 | – | Sell |
-33,770
| Closed | -$2.5M | – | 276 |
|
|
2018
Q3 | $2.5M | Sell |
33,770
-2,655
| -7% | -$196K | 0.84% | 28 |
|
|
2018
Q2 | $2.32M | Buy |
36,425
+229
| +0.6% | +$14.6K | 0.74% | 31 |
|
|
2018
Q1 | $2.16M | Buy |
36,196
+4,581
| +14% | +$273K | 0.64% | 37 |
|
|
2017
Q4 | $1.73M | Sell |
31,615
-3,739
| -11% | -$205K | 0.4% | 68 |
|
|
2017
Q3 | $1.92M | Sell |
35,354
-196
| -0.6% | -$10.6K | 0.62% | 42 |
|
|
2017
Q2 | $1.94M | Buy |
+35,550
| New | +$1.94M | 0.53% | 37 |
|