PWM
PBMares Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $973K | Sell |
29,833
-1
| -0% | -$33 | 0.18% | 70 |
|
|
2025
Q1 | $878K | Buy |
29,834
+5,633
| +23% | +$166K | 0.18% | 72 |
|
|
2024
Q4 | $781K | Hold |
24,201
| – | – | 0.16% | 84 |
|
|
2024
Q3 | $836K | Sell |
24,201
-12,210
| -34% | -$422K | 0.17% | 79 |
|
|
2024
Q2 | $1.22M | Sell |
36,411
-218
| -0.6% | -$7.29K | 0.3% | 55 |
|
|
2024
Q1 | $1.36M | Buy |
36,629
+177
| +0.5% | +$6.56K | 0.35% | 46 |
|
|
2023
Q4 | $1.26M | Sell |
36,452
-7,804
| -18% | -$271K | 0.38% | 46 |
|
|
2023
Q3 | $1.36M | Buy |
44,256
+13,981
| +46% | +$430K | 0.49% | 38 |
|
|
2023
Q2 | $1.03M | Buy |
30,275
+1
| +0% | +$34 | 0.37% | 50 |
|
|
2023
Q1 | $906K | Buy |
30,274
+2
| +0% | +$60 | 0.34% | 57 |
|
|
2022
Q4 | $938K | Buy |
30,272
+1
| +0% | +$31 | 0.38% | 50 |
|
|
2022
Q3 | $806K | Buy |
30,271
+2
| +0% | +$53 | 0.35% | 53 |
|
|
2022
Q2 | $880K | Buy |
30,269
+1
| +0% | +$29 | 0.38% | 51 |
|
|
2022
Q1 | $1.13M | Buy |
30,268
+1
| +0% | +$37 | 0.7% | 36 |
|
|
2021
Q4 | $1.14M | Buy |
30,267
+441
| +1% | +$16.6K | 0.48% | 45 |
|
|
2021
Q3 | $887K | Buy |
29,826
+1,728
| +6% | +$51.4K | 0.42% | 53 |
|
|
2021
Q2 | $901K | Buy |
28,098
+18,732
| +200% | +$601K | 0.49% | 51 |
|
|
2021
Q1 | $903K | Buy |
9,366
+1,875
| +25% | +$181K | 0.74% | 42 |
|
|
2020
Q4 | $680K | Buy |
7,491
+500
| +7% | +$45.4K | 0.78% | 48 |
|
|
2020
Q3 | $543K | Buy |
6,991
+150
| +2% | +$11.7K | 0.8% | 48 |
|
|
2020
Q2 | $477K | Hold |
6,841
| – | – | 0.72% | 50 |
|
|
2020
Q1 | $392K | Hold |
6,841
| – | – | 0.62% | 54 |
|
|
2019
Q4 | $495K | Buy |
+6,841
| New | +$495K | 0.59% | 57 |
|