JWM
JGP Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Sell |
15,542
-18
| -0.1% | -$587 | 0.06% | 133 |
|
|
2025
Q1 | $458K | Sell |
15,560
-127
| -0.8% | -$3.74K | 0.06% | 130 |
|
|
2024
Q4 | $506K | Buy |
15,687
+47
| +0.3% | +$1.52K | 0.07% | 127 |
|
|
2024
Q3 | $540K | Buy |
15,640
+146
| +0.9% | +$5.04K | 0.07% | 123 |
|
|
2024
Q2 | $518K | Sell |
15,494
-27
| -0.2% | -$903 | 0.07% | 124 |
|
|
2024
Q1 | $575K | Sell |
15,521
-505
| -3% | -$18.7K | 0.08% | 114 |
|
|
2023
Q4 | $556K | Buy |
16,026
+475
| +3% | +$16.5K | 0.08% | 109 |
|
|
2023
Q3 | $478K | Sell |
15,551
-4
| -0% | -$123 | 0.08% | 114 |
|
|
2023
Q2 | $530K | Hold |
15,555
| – | – | 0.09% | 108 |
|
|
2023
Q1 | $466K | Buy |
15,555
+36
| +0.2% | +$1.08K | 0.08% | 110 |
|
|
2022
Q4 | $481K | Sell |
15,519
-374
| -2% | -$11.6K | 0.09% | 108 |
|
|
2022
Q3 | $425K | Buy |
15,893
+330
| +2% | +$8.83K | 0.09% | 105 |
|
|
2022
Q2 | $450K | Buy |
15,563
+133
| +0.9% | +$3.85K | 0.09% | 105 |
|
|
2022
Q1 | $530K | Buy |
15,430
+131
| +0.9% | +$4.5K | 0.1% | 104 |
|
|
2021
Q4 | $573K | Buy |
15,299
+17
| +0.1% | +$637 | 0.11% | 94 |
|
|
2021
Q3 | $454K | Hold |
15,282
| – | – | 0.1% | 101 |
|
|
2021
Q2 | $490K | Buy |
15,282
+10,098
| +195% | +$324K | 0.11% | 103 |
|
|
2021
Q1 | $500K | Hold |
5,184
| – | – | 0.11% | 94 |
|
|
2020
Q4 | $458K | Hold |
5,184
| – | – | 0.11% | 94 |
|
|
2020
Q3 | $408K | Hold |
5,184
| – | – | 0.11% | 89 |
|
|
2020
Q2 | $358K | Buy |
5,184
+90
| +2% | +$6.22K | 0.11% | 92 |
|
|
2020
Q1 | $324K | Hold |
5,094
| – | – | 0.11% | 98 |
|
|
2019
Q4 | $369K | Hold |
5,094
| – | – | 0.11% | 99 |
|
|
2019
Q3 | $338K | Hold |
5,094
| – | – | 0.12% | 99 |
|
|
2019
Q2 | $394K | Hold |
5,094
| – | – | 0.14% | 96 |
|
|
2019
Q1 | $381K | Hold |
5,094
| – | – | 0.14% | 94 |
|
|
2018
Q4 | $316K | Hold |
5,094
| – | – | 0.13% | 95 |
|
|
2018
Q3 | $377K | Hold |
5,094
| – | – | 0.15% | 95 |
|
|
2018
Q2 | $325K | Buy |
+5,094
| New | +$325K | 0.14% | 97 |
|