PWM
PBMares Wealth Management’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-832
| Closed | -$207K | – | 201 |
|
|
2024
Q3 | $207K | Buy |
+832
| New | +$207K | 0.04% | 187 |
|
|
2022
Q3 | – | Sell |
-1,375
| Closed | -$313K | – | 160 |
|
|
2022
Q2 | $313K | Hold |
1,375
| – | – | 0.13% | 119 |
|
|
2022
Q1 | $392K | Sell |
1,375
-260
| -16% | -$74.1K | 0.24% | 100 |
|
|
2021
Q4 | $487K | Hold |
1,635
| – | – | 0.21% | 95 |
|
|
2021
Q3 | $391K | Hold |
1,635
| – | – | 0.19% | 103 |
|
|
2021
Q2 | $434K | Hold |
1,635
| – | – | 0.24% | 89 |
|
|
2021
Q1 | $439K | Sell |
1,635
-69
| -4% | -$18.5K | 0.36% | 83 |
|
|
2020
Q4 | $405K | Hold |
1,704
| – | – | 0.47% | 77 |
|
|
2020
Q3 | $365K | Hold |
1,704
| – | – | 0.54% | 65 |
|
|
2020
Q2 | $299K | Sell |
1,704
-50
| -3% | -$8.77K | 0.45% | 74 |
|
|
2020
Q1 | $256K | Hold |
1,754
| – | – | 0.4% | 81 |
|
|
2019
Q4 | $341K | Buy |
+1,754
| New | +$341K | 0.41% | 79 |
|