OBWP
O'Brien Wealth Partners’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Sell |
432
-76
| -15% | -$19.5K | 0.02% | 59 |
|
|
2025
Q1 | $120K | Buy |
508
+100
| +25% | +$23.7K | 0.02% | 54 |
|
|
2024
Q4 | $95.8K | Hold |
408
| – | – | 0.02% | 56 |
|
|
2024
Q3 | $101K | Sell |
408
-237
| -37% | -$58.9K | 0.02% | 54 |
|
|
2024
Q2 | $138K | Sell |
645
-5
| -0.8% | -$1.07K | 0.03% | 46 |
|
|
2024
Q1 | $166K | Sell |
650
-599
| -48% | -$153K | 0.04% | 47 |
|
|
2023
Q4 | $295K | Buy |
1,249
+7
| +0.6% | +$1.66K | 0.08% | 33 |
|
|
2023
Q3 | $245K | Sell |
1,242
-178
| -13% | -$35.1K | 0.07% | 36 |
|
|
2023
Q2 | $322K | Sell |
1,420
-242
| -15% | -$54.9K | 0.09% | 29 |
|
|
2023
Q1 | $352K | Sell |
1,662
-490
| -23% | -$104K | 0.11% | 27 |
|
|
2022
Q4 | $530K | Buy |
2,152
+605
| +39% | +$149K | 0.21% | 15 |
|
|
2022
Q3 | $324K | Sell |
1,547
-37
| -2% | -$7.75K | 0.14% | 33 |
|
|
2022
Q2 | $360K | Sell |
1,584
-276
| -15% | -$62.7K | 0.15% | 28 |
|
|
2022
Q1 | $464K | Sell |
1,860
-209
| -10% | -$52.1K | 0.18% | 23 |
|
|
2021
Q4 | $559K | Sell |
2,069
-194
| -9% | -$52.4K | 0.19% | 21 |
|
|
2021
Q3 | $577K | Sell |
2,263
-13
| -0.6% | -$3.32K | 0.2% | 21 |
|
|
2021
Q2 | $600K | Hold |
2,276
| – | – | 0.2% | 24 |
|
|
2021
Q1 | $609K | Sell |
2,276
-247
| -10% | -$66.1K | 0.2% | 20 |
|
|
2020
Q4 | $641K | Sell |
2,523
-1,940
| -43% | -$493K | 0.23% | 16 |
|
|
2020
Q3 | $966K | Sell |
4,463
-7
| -0.2% | -$1.52K | 0.39% | 13 |
|
|
2020
Q2 | $764K | Sell |
4,470
-343
| -7% | -$58.6K | 0.32% | 14 |
|
|
2020
Q1 | $692K | Sell |
4,813
-2,227
| -32% | -$320K | 0.39% | 16 |
|
|
2019
Q4 | $1.38M | Sell |
7,040
-10
| -0.1% | -$1.96K | 0.99% | 13 |
|
|
2019
Q3 | $1.27M | Sell |
7,050
-2,355
| -25% | -$423K | 1% | 12 |
|
|
2019
Q2 | $1.89M | Buy |
+9,405
| New | +$1.89M | 1.38% | 10 |
|
|
2018
Q4 | – | Sell |
-145
| Closed | -$26K | – | 155 |
|
|
2018
Q3 | $26K | Buy |
+145
| New | +$26K | 0.02% | 92 |
|
|
2018
Q2 | – | Sell |
-175
| Closed | -$24K | – | 152 |
|
|
2018
Q1 | $24K | Buy |
+175
| New | +$24K | 0.02% | 82 |
|