MWM
Mission Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
32,052
-19
| -0.1% | -$620 | 0.02% | 308 |
|
|
2025
Q1 | $944K | Buy |
32,071
+166
| +0.5% | +$4.89K | 0.02% | 302 |
|
|
2024
Q4 | $1.03M | Buy |
31,905
+446
| +1% | +$14.4K | 0.02% | 268 |
|
|
2024
Q3 | $1.09M | Buy |
31,459
+275
| +0.9% | +$9.5K | 0.03% | 265 |
|
|
2024
Q2 | $1.04M | Buy |
31,184
+2,432
| +8% | +$81.4K | 0.03% | 245 |
|
|
2024
Q1 | $1.07M | Buy |
28,752
+1,338
| +5% | +$49.6K | 0.03% | 267 |
|
|
2023
Q4 | $950K | Buy |
27,414
+13,859
| +102% | +$480K | 0.03% | 238 |
|
|
2023
Q3 | $417K | Sell |
13,555
-736
| -5% | -$22.6K | 0.02% | 364 |
|
|
2023
Q2 | $487K | Buy |
14,291
+1,085
| +8% | +$37K | 0.02% | 333 |
|
|
2023
Q1 | $395K | Buy |
13,206
+69
| +0.5% | +$2.07K | 0.02% | 374 |
|
|
2022
Q4 | $407K | Sell |
13,137
-707
| -5% | -$21.9K | 0.02% | 349 |
|
|
2022
Q3 | $369K | Hold |
13,844
| – | – | 0.02% | 333 |
|
|
2022
Q2 | $402K | Buy |
13,844
+293
| +2% | +$8.51K | 0.02% | 336 |
|
|
2022
Q1 | $508K | Buy |
13,551
+154
| +1% | +$5.77K | 0.02% | 294 |
|
|
2021
Q4 | $504K | Buy |
13,397
+278
| +2% | +$10.5K | 0.02% | 287 |
|
|
2021
Q3 | $390K | Buy |
13,119
+117
| +0.9% | +$3.48K | 0.02% | 329 |
|
|
2021
Q2 | $417K | Buy |
13,002
+8,669
| +200% | +$278K | 0.02% | 317 |
|
|
2021
Q1 | $418K | Buy |
4,333
+54
| +1% | +$5.21K | 0.02% | 298 |
|
|
2020
Q4 | $388K | Buy |
4,279
+29
| +0.7% | +$2.63K | 0.02% | 292 |
|
|
2020
Q3 | $330K | Sell |
4,250
-14
| -0.3% | -$1.09K | 0.02% | 261 |
|
|
2020
Q2 | $297K | Sell |
4,264
-69
| -2% | -$4.81K | 0.03% | 258 |
|
|
2020
Q1 | $248K | Sell |
4,333
-410
| -9% | -$23.5K | 0.03% | 246 |
|
|
2019
Q4 | $343K | Buy |
4,743
+20
| +0.4% | +$1.45K | 0.03% | 232 |
|
|
2019
Q3 | $327K | Buy |
+4,723
| New | +$327K | 0.03% | 215 |
|