Integrated Wealth Concepts’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $558K | Sell |
17,091
-8,558
| -33% | -$279K | 0.01% | 1214 |
|
|
2025
Q1 | $755K | Sell |
25,649
-2,514
| -9% | -$74K | 0.01% | 954 |
|
|
2024
Q4 | $909K | Sell |
28,163
-4,077
| -13% | -$132K | 0.01% | 863 |
|
|
2024
Q3 | $1.11M | Sell |
32,240
-8,253
| -20% | -$285K | 0.01% | 755 |
|
|
2024
Q2 | $1.35M | Buy |
40,493
+4,022
| +11% | +$135K | 0.02% | 628 |
|
|
2024
Q1 | $1.35M | Buy |
36,471
+672
| +2% | +$24.9K | 0.02% | 644 |
|
|
2023
Q4 | $1.24M | Sell |
35,799
-9,964
| -22% | -$345K | 0.02% | 640 |
|
|
2023
Q3 | $1.41M | Buy |
45,763
+280
| +0.6% | +$8.61K | 0.02% | 564 |
|
|
2023
Q2 | $1.55M | Buy |
45,483
+11,081
| +32% | +$378K | 0.03% | 543 |
|
|
2023
Q1 | $1.03M | Buy |
34,402
+6,122
| +22% | +$183K | 0.02% | 602 |
|
|
2022
Q4 | $876K | Buy |
28,280
+1,207
| +4% | +$37.4K | 0.02% | 501 |
|
|
2022
Q3 | $721K | Buy |
27,073
+198
| +0.7% | +$5.27K | 0.02% | 491 |
|
|
2022
Q2 | $781K | Buy |
26,875
+2,288
| +9% | +$66.5K | 0.02% | 480 |
|
|
2022
Q1 | $921K | Buy |
24,587
+5,002
| +26% | +$187K | 0.03% | 411 |
|
|
2021
Q4 | $736K | Sell |
19,585
-2,517
| -11% | -$94.6K | 0.02% | 515 |
|
|
2021
Q3 | $657K | Buy |
22,102
+3,809
| +21% | +$113K | 0.02% | 512 |
|
|
2021
Q2 | $578K | Buy |
18,293
+9,659
| +112% | +$305K | 0.02% | 504 |
|
|
2021
Q1 | $277K | Buy |
8,634
+921
| +12% | +$29.5K | 0.01% | 606 |
|
|
2020
Q4 | $233K | Buy |
+7,713
| New | +$233K | 0.01% | 566 |
|