MYIA
Mount Yale Investment Advisors’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.88M | Sell |
19,070
-436
| -2% | -$112K | 0.38% | 46 |
|
|
2025
Q1 | $4.62M | Sell |
19,506
-213
| -1% | -$50.4K | 0.4% | 42 |
|
|
2024
Q4 | $4.63M | Sell |
19,719
-160
| -0.8% | -$37.6K | 0.37% | 48 |
|
|
2024
Q3 | $4.94M | Sell |
19,879
-81
| -0.4% | -$20.1K | 0.47% | 45 |
|
|
2024
Q2 | $4.29M | Buy |
19,960
+211
| +1% | +$45.3K | 0.34% | 62 |
|
|
2024
Q1 | $5.03M | Sell |
19,749
-422
| -2% | -$108K | 0.39% | 58 |
|
|
2023
Q4 | $4.77M | Sell |
20,171
-479
| -2% | -$113K | 0.45% | 44 |
|
|
2023
Q3 | $4.07M | Hold |
20,650
| – | – | 0.44% | 49 |
|
|
2023
Q2 | $4.68M | Hold |
20,650
| – | – | 0.5% | 40 |
|
|
2023
Q1 | $4.38M | Buy |
20,650
+8
| +0% | +$1.7K | 0.49% | 43 |
|
|
2022
Q4 | $5.09M | Buy |
20,642
+1,095
| +6% | +$270K | 0.58% | 44 |
|
|
2022
Q3 | $4.1M | Hold |
19,547
| – | – | 0.54% | 41 |
|
|
2022
Q2 | $4.44M | Hold |
19,547
| – | – | 0.56% | 39 |
|
|
2022
Q1 | $5.58M | Buy |
19,547
+19
| +0.1% | +$5.42K | 0.61% | 36 |
|
|
2021
Q4 | $5.81M | Sell |
19,528
-1,168
| -6% | -$348K | 0.6% | 35 |
|
|
2021
Q3 | $4.95M | Buy |
20,696
+439
| +2% | +$105K | 0.57% | 43 |
|
|
2021
Q2 | $5.38M | Hold |
20,257
| – | – | 0.65% | 34 |
|
|
2021
Q1 | $5.44M | Sell |
20,257
-4
| -0% | -$1.07K | 0.71% | 33 |
|
|
2020
Q4 | $4.81M | Hold |
20,261
| – | – | 0.68% | 38 |
|
|
2020
Q3 | $4.34M | Buy |
+20,261
| New | +$4.34M | 0.62% | 34 |
|
|
2018
Q4 | – | Sell |
-201
| Closed | -$35K | – | 612 |
|
|
2018
Q3 | $35K | Buy |
201
+1
| +0.5% | +$174 | 0.01% | 672 |
|
|
2018
Q2 | $30K | Buy |
+200
| New | +$30K | 0.01% | 718 |
|