MWM
Modern Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Sell |
17,468
-50
| -0.3% | -$1.63K | 0.01% | 449 |
|
|
2025
Q1 | $516K | Buy |
17,518
+1,564
| +10% | +$46K | 0.02% | 414 |
|
|
2024
Q4 | $515K | Buy |
15,954
+6,270
| +65% | +$202K | 0.02% | 359 |
|
|
2024
Q3 | $334K | Sell |
9,684
-370
| -4% | -$12.8K | 0.02% | 323 |
|
|
2024
Q2 | $336K | Sell |
10,054
-120
| -1% | -$4.01K | 0.02% | 284 |
|
|
2024
Q1 | $377K | Buy |
10,174
+1,807
| +22% | +$67K | 0.04% | 208 |
|
|
2023
Q4 | $290K | Buy |
+8,367
| New | +$290K | 0.04% | 146 |
|