MSWM
McGlone Suttner Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Buy |
21,762
+2,766
| +15% | +$90.3K | 0.11% | 93 |
|
|
2025
Q1 | $559K | Buy |
18,996
+271
| +1% | +$7.98K | 0.09% | 103 |
|
|
2024
Q4 | $604K | Buy |
18,725
+2,526
| +16% | +$81.5K | 0.1% | 87 |
|
|
2024
Q3 | $559K | Sell |
16,199
-691
| -4% | -$23.9K | 0.12% | 94 |
|
|
2024
Q2 | $586K | Sell |
16,890
-1,053
| -6% | -$36.5K | 0.12% | 78 |
|
|
2024
Q1 | $665K | Buy |
17,943
+1,053
| +6% | +$39K | 0.12% | 75 |
|
|
2023
Q4 | $586K | Buy |
16,890
+105
| +0.6% | +$3.64K | 0.12% | 78 |
|
|
2023
Q3 | $516K | Buy |
16,785
+842
| +5% | +$25.9K | 0.12% | 71 |
|
|
2023
Q2 | $544K | Buy |
15,943
+6,720
| +73% | +$229K | 0.12% | 73 |
|
|
2023
Q1 | $276K | Buy |
9,223
+3
| +0% | +$90 | 0.07% | 114 |
|
|
2022
Q4 | $286K | Buy |
+9,220
| New | +$286K | 0.09% | 101 |
|