LAS
LWM Advisory Services’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,715
| Closed | -$217K | – | 97 |
|
|
2024
Q4 | $217K | Sell |
6,715
-2,943
| -30% | -$95K | 0.15% | 89 |
|
|
2024
Q3 | $333K | Sell |
9,658
-1,547
| -14% | -$53.4K | 0.25% | 73 |
|
|
2024
Q2 | $375K | Sell |
11,205
-206
| -2% | -$6.89K | 0.31% | 57 |
|
|
2024
Q1 | $423K | Buy |
11,411
+3,147
| +38% | +$117K | 0.34% | 56 |
|
|
2023
Q4 | $287K | Buy |
+8,264
| New | +$287K | 0.25% | 64 |
|
|
2022
Q4 | – | Sell |
-13,170
| Closed | -$351K | – | 94 |
|
|
2022
Q3 | $351K | Buy |
13,170
+85
| +0.6% | +$2.27K | 0.4% | 74 |
|
|
2022
Q2 | $380K | Buy |
13,085
+1,290
| +11% | +$37.5K | 0.46% | 68 |
|
|
2022
Q1 | $442K | Buy |
11,795
+3,129
| +36% | +$117K | 0.55% | 52 |
|
|
2021
Q4 | $326K | Buy |
+8,666
| New | +$326K | 0.4% | 75 |
|