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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$634K Hold
2024
Q1
$657K Hold
2023
Q4
$657K Hold
2023
Q3
$583K Hold
2023
Q2
$646K Hold
2023
Q1
$567K Hold
2022
Q4
$587K Hold
2022
Q3
$505K Hold
2022
Q2
$551K Buy
2022
Q1
$709K Buy
2021
Q4
$711K Buy
2021
Q3
$561K Buy
2021
Q2
$595K Sell
2021
Q1
$608K Buy
2020
Q4
$570K Buy