MWM
Meritas Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Sell |
9,957
-4,938
| -33% | -$161K | 0.18% | 40 |
|
|
2025
Q1 | $438K | Hold |
14,895
| – | – | 0.26% | 34 |
|
|
2024
Q4 | $481K | Hold |
14,895
| – | – | 0.29% | 34 |
|
|
2024
Q3 | $514K | Buy |
14,895
+180
| +1% | +$6.22K | 0.32% | 30 |
|
|
2024
Q2 | $492K | Hold |
14,715
| – | – | 0.35% | 30 |
|
|
2024
Q1 | $545K | Hold |
14,715
| – | – | 0.38% | 30 |
|
|
2023
Q4 | $510K | Hold |
14,715
| – | – | 0.38% | 28 |
|
|
2023
Q3 | $452K | Hold |
14,715
| – | – | 0.35% | 27 |
|
|
2023
Q2 | $502K | Hold |
14,715
| – | – | 0.38% | 27 |
|
|
2023
Q1 | $441K | Hold |
14,715
| – | – | 0.35% | 28 |
|
|
2022
Q4 | $456K | Buy |
+14,715
| New | +$456K | 0.38% | 27 |
|