LWMG
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Levy Wealth Management Group’s CSX Corp CSX Stock Holding History

Levy Wealth Management Group’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
2024
Q2 		$634K Hold
18,950
– – 0.16% 52
2024
Q1 		$657K Hold
18,950
– – 0.18% 48
2023
Q4 		$657K Hold
18,950
– – 0.18% 48
2023
Q3 		$583K Hold
18,950
– – 0.18% 49
2023
Q2 		$646K Hold
18,950
– – 0.19% 49
2023
Q1 		$567K Hold
18,950
– – 0.17% 50
2022
Q4 		$587K Hold
18,950
– – 0.2% 47
2022
Q3 		$505K Hold
18,950
– – 0.22% 40
2022
Q2 		$551K Buy
18,950
+29
+0.2% +$945 0.25% 38
2022
Q1 		$709K Buy
18,921
+24
+0.1% +$849 0.29% 31
2021
Q4 		$711K Buy
18,897
+22
+0.1% +$776 0.32% 34
2021
Q3 		$561K Buy
18,875
+25
+0.1% +$800 0.31% 34
2021
Q2 		$595K Sell
18,850
-62
-0.3% -$2.04K 0.34% 34
2021
Q1 		$608K Buy
18,912
+69
+0.4% +$2.11K 0.4% 33
2020
Q4 		$570K Buy
+18,843
New +$541K 0.4% 31

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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return