MWM
Mattern Wealth Management’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,462
| Closed | -$1.39M | – | 181 |
|
|
2024
Q2 | $1.39M | Sell |
6,462
-2,070
| -24% | -$444K | 0.33% | 66 |
|
|
2024
Q1 | $2.17M | Sell |
8,532
-260
| -3% | -$66.3K | 0.53% | 60 |
|
|
2023
Q4 | $2.08M | Buy |
8,792
+711
| +9% | +$168K | 0.53% | 55 |
|
|
2023
Q3 | $1.59M | Buy |
8,081
+1,635
| +25% | +$322K | 0.47% | 63 |
|
|
2023
Q2 | $1.46M | Buy |
6,446
+1,658
| +35% | +$376K | 0.43% | 65 |
|
|
2023
Q1 | $1.02M | Buy |
+4,788
| New | +$1.02M | 0.34% | 81 |
|
|
2020
Q1 | – | Sell |
-10,182
| Closed | -$1.98M | – | 130 |
|
|
2019
Q4 | $1.98M | Buy |
+10,182
| New | +$1.98M | 1.19% | 28 |
|