Institute for Wealth Management’s CSX Corp CSX Stock Holding History

Institute for Wealth Management’s Portfolio CSX Stock Details CSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.47M	Sell
2025 Q2	$2.28M	Sell
2025 Q1	$2.06M	Sell
2024 Q4	$2.28M	Sell
2024 Q3	$2.45M	Sell
2024 Q2	$2.39M	Sell
2024 Q1	$2.69M	Sell
2023 Q4	$2.51M	Sell
2023 Q3	$2.24M	Sell
2023 Q2	$2.49M	Sell
2023 Q1	$2.19M	Sell
2022 Q4	$2.27M	Sell
2022 Q3	$1.96M	Sell
2022 Q2	$2.14M	Sell
2022 Q1	$2.78M	Buy
2021 Q4	$2.79M	Sell
2021 Q3	$2.21M	Sell
2021 Q2	$2.39M	Sell
2021 Q1	$2.44M	Sell
2020 Q4	$2.38M	Sell
2020 Q3	$2.07M	Sell
2020 Q2	$1.88M	Sell
2020 Q1	$1.56M	Sell
2019 Q4	$2M	Buy
2019 Q3	$1.88M	Sell
2019 Q2	$2.5M	Buy
2019 Q1	$2.33M	Buy
2018 Q4	–	Sell
2018 Q3	$2.5M	Sell
2018 Q2	$2.32M	Buy
2018 Q1	$2.16M	Buy
2017 Q4	$1.73M	Sell
2017 Q3	$1.92M	Sell
2017 Q2	$1.94M	Buy