Nicolet Advisory Services’s CSX Corp CSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$562K Sell
16,063
-462
-3% -$16.2K 0.05% 200
2025
Q1
$460K Buy
16,525
+286
+2% +$7.96K 0.05% 203
2024
Q4
$516K Buy
16,239
+4,774
+42% +$152K 0.05% 189
2024
Q3
$391K Buy
11,465
+95
+0.8% +$3.24K 0.04% 241
2024
Q2
$374K Buy
11,370
+59
+0.5% +$1.94K 0.04% 246
2024
Q1
$407K Buy
11,311
+135
+1% +$4.85K 0.04% 218
2023
Q4
$387K Buy
11,176
+512
+5% +$17.7K 0.04% 201
2023
Q3
$329K Buy
10,664
+145
+1% +$4.47K 0.04% 211
2023
Q2
$352K Buy
10,519
+331
+3% +$11.1K 0.04% 202
2023
Q1
$306K Buy
10,188
+47
+0.5% +$1.41K 0.04% 210
2022
Q4
$329K Buy
10,141
+885
+10% +$28.7K 0.04% 175
2022
Q3
$246K Hold
9,256
0.04% 157
2022
Q2
$271K Hold
9,256
0.04% 142
2022
Q1
$318K Hold
9,256
0.04% 141
2021
Q4
$348K Buy
+9,256
New +$348K 0.04% 134