MCWS
McKinley Carter Wealth Services’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Buy |
14,109
+387
| +3% | +$12.6K | 0.03% | 221 |
|
|
2025
Q1 | $404K | Sell |
13,722
-8,492
| -38% | -$250K | 0.02% | 225 |
|
|
2024
Q4 | $717K | Sell |
22,214
-1,150
| -5% | -$37.1K | 0.04% | 172 |
|
|
2024
Q3 | $807K | Hold |
23,364
| – | – | 0.05% | 175 |
|
|
2024
Q2 | $782K | Buy |
23,364
+35
| +0.2% | +$1.17K | 0.05% | 174 |
|
|
2024
Q1 | $865K | Buy |
23,329
+8,112
| +53% | +$301K | 0.06% | 163 |
|
|
2023
Q4 | $528K | Hold |
15,217
| – | – | 0.04% | 196 |
|
|
2023
Q3 | $468K | Sell |
15,217
-992
| -6% | -$30.5K | 0.04% | 205 |
|
|
2023
Q2 | $553K | Hold |
16,209
| – | – | 0.04% | 196 |
|
|
2023
Q1 | $485K | Sell |
16,209
-6,975
| -30% | -$209K | 0.04% | 206 |
|
|
2022
Q4 | $718K | Buy |
23,184
+7,719
| +50% | +$239K | 0.06% | 168 |
|
|
2022
Q3 | $412K | Sell |
15,465
-4
| -0% | -$107 | 0.04% | 205 |
|
|
2022
Q2 | $450K | Buy |
15,469
+4
| +0% | +$116 | 0.04% | 207 |
|
|
2022
Q1 | $579K | Hold |
15,465
| – | – | 0.05% | 186 |
|
|
2021
Q4 | $581K | Sell |
15,465
-1,275
| -8% | -$47.9K | 0.04% | 180 |
|
|
2021
Q3 | $498K | Buy |
16,740
+10,200
| +156% | +$303K | 0.04% | 184 |
|
|
2021
Q2 | $210K | Buy |
6,540
+4,360
| +200% | +$140K | 0.02% | 273 |
|
|
2021
Q1 | $210K | Buy |
+2,180
| New | +$210K | 0.02% | 278 |
|
|
2018
Q2 | – | Sell |
-1,000
| Closed | -$56K | – | 210 |
|
|
2018
Q1 | $56K | Buy |
+1,000
| New | +$56K | 0.02% | 250 |
|
|
2016
Q3 | – | Sell |
-7,738
| Closed | -$202K | – | 124 |
|
|
2016
Q2 | $202K | Buy |
+7,738
| New | +$202K | 0.11% | 123 |
|
|
2016
Q1 | – | Sell |
-7,838
| Closed | -$203K | – | 129 |
|
|
2015
Q4 | $203K | Buy |
7,838
+100
| +1% | +$2.59K | 0.12% | 111 |
|
|
2015
Q3 | $208K | Sell |
7,738
-680
| -8% | -$18.3K | 0.13% | 104 |
|
|
2015
Q2 | $275K | Sell |
8,418
-472
| -5% | -$15.4K | 0.15% | 107 |
|
|
2015
Q1 | $294K | Hold |
8,890
| – | – | 0.19% | 90 |
|
|
2014
Q4 | $322K | Hold |
8,890
| – | – | 0.25% | 77 |
|
|
2014
Q3 | $285K | Hold |
8,890
| – | – | 0.27% | 70 |
|
|
2014
Q2 | $274K | Sell |
8,890
-28
| -0.3% | -$863 | 0.29% | 70 |
|
|
2014
Q1 | $258K | Sell |
8,918
-211
| -2% | -$6.1K | 0.28% | 77 |
|
|
2013
Q4 | $263K | Buy |
9,129
+186
| +2% | +$5.36K | 0.26% | 94 |
|
|
2013
Q3 | $230K | Hold |
8,943
| – | – | 0.27% | 76 |
|
|
2013
Q2 | $207K | Buy |
+8,943
| New | +$207K | 0.31% | 69 |
|