MWM
Massachusetts Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
37,185
+475
| +1% | +$15.5K | 0.68% | 56 |
|
|
2025
Q1 | $1.08M | Sell |
36,710
-650
| -2% | -$19.1K | 0.74% | 58 |
|
|
2024
Q4 | $1.21M | Sell |
37,360
-250
| -0.7% | -$8.07K | 0.74% | 57 |
|
|
2024
Q3 | $1.3M | Buy |
37,610
+270
| +0.7% | +$9.32K | 0.82% | 53 |
|
|
2024
Q2 | $1.25M | Sell |
37,340
-200
| -0.5% | -$6.69K | 0.84% | 51 |
|
|
2024
Q1 | $1.39M | Buy |
37,540
+2,000
| +6% | +$74.1K | 0.98% | 46 |
|
|
2023
Q4 | $1.23M | Sell |
35,540
-175
| -0.5% | -$6.07K | 0.99% | 43 |
|
|
2023
Q3 | $1.1M | Sell |
35,715
-200
| -0.6% | -$6.15K | 1.01% | 44 |
|
|
2023
Q2 | $1.22M | Sell |
35,915
-175
| -0.5% | -$5.97K | 1.17% | 37 |
|
|
2023
Q1 | $1.08M | Sell |
36,090
-1,400
| -4% | -$41.9K | 1.11% | 39 |
|
|
2022
Q4 | $1.16M | Buy |
+37,490
| New | +$1.16M | 1.12% | 39 |
|