LWM
Lyell Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $892K | Sell |
27,345
-163
| -0.6% | -$5.32K | 0.07% | 127 |
|
|
2025
Q1 | $810K | Hold |
27,508
| – | – | 0.08% | 127 |
|
|
2024
Q4 | $888K | Hold |
27,508
| – | – | 0.08% | 121 |
|
|
2024
Q3 | $950K | Hold |
27,508
| – | – | 0.09% | 121 |
|
|
2024
Q2 | $920K | Hold |
27,508
| – | – | 0.09% | 116 |
|
|
2024
Q1 | $1.02M | Buy |
27,508
+163
| +0.6% | +$6.04K | 0.1% | 113 |
|
|
2023
Q4 | $948K | Hold |
27,345
| – | – | 0.11% | 114 |
|
|
2023
Q3 | $841K | Hold |
27,345
| – | – | 0.11% | 109 |
|
|
2023
Q2 | $932K | Hold |
27,345
| – | – | 0.12% | 105 |
|
|
2023
Q1 | $819K | Sell |
27,345
-448
| -2% | -$13.4K | 0.11% | 119 |
|
|
2022
Q4 | $861K | Sell |
27,793
-162
| -0.6% | -$5.02K | 0.14% | 109 |
|
|
2022
Q3 | $745K | Buy |
27,955
+1,742
| +7% | +$46.4K | 0.13% | 114 |
|
|
2022
Q2 | $762K | Buy |
26,213
+430
| +2% | +$12.5K | 0.12% | 114 |
|
|
2022
Q1 | $966K | Buy |
25,783
+85
| +0.3% | +$3.19K | 0.12% | 106 |
|
|
2021
Q4 | $966K | Sell |
25,698
-558
| -2% | -$21K | 0.11% | 109 |
|
|
2021
Q3 | $781K | Hold |
26,256
| – | – | 0.1% | 114 |
|
|
2021
Q2 | $842K | Buy |
26,256
+17,700
| +207% | +$568K | 0.1% | 115 |
|
|
2021
Q1 | $825K | Buy |
8,556
+21
| +0.2% | +$2.03K | 0.12% | 107 |
|
|
2020
Q4 | $775K | Buy |
8,535
+35
| +0.4% | +$3.18K | 0.12% | 89 |
|
|
2020
Q3 | $660K | Hold |
8,500
| – | – | 0.12% | 87 |
|
|
2020
Q2 | $593K | Sell |
8,500
-1,748
| -17% | -$122K | 0.13% | 81 |
|
|
2020
Q1 | $587K | Hold |
10,248
| – | – | 0.18% | 79 |
|
|
2019
Q4 | $742K | Hold |
10,248
| – | – | 0.2% | 74 |
|
|
2019
Q3 | $710K | Hold |
10,248
| – | – | 0.21% | 75 |
|
|
2019
Q2 | $793K | Hold |
10,248
| – | – | 0.24% | 77 |
|
|
2019
Q1 | $767K | Hold |
10,248
| – | – | 0.26% | 76 |
|
|
2018
Q4 | $637K | Hold |
10,248
| – | – | 0.27% | 73 |
|
|
2018
Q3 | $759K | Buy |
+10,248
| New | +$759K | 0.26% | 75 |
|