OWA
ORBA Wealth Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,533
| Closed | -$281K | – | 81 |
|
|
2025
Q1 | $281K | Hold |
9,533
| – | – | 0.14% | 88 |
|
|
2024
Q4 | $308K | Sell |
9,533
-125
| -1% | -$4.03K | 0.16% | 84 |
|
|
2024
Q3 | $333K | Sell |
9,658
-412
| -4% | -$14.2K | 0.17% | 86 |
|
|
2024
Q2 | $337K | Buy |
10,070
+674
| +7% | +$22.5K | 0.17% | 78 |
|
|
2024
Q1 | $348K | Buy |
9,396
+300
| +3% | +$11.1K | 0.19% | 73 |
|
|
2023
Q4 | $315K | Buy |
+9,096
| New | +$315K | 0.19% | 74 |
|