RPWA
Regent Peak Wealth Advisors’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $204K | Sell |
860
-34
| -4% | -$8.05K | 0.05% | 166 |
|
|
2024
Q4 | $210K | Sell |
894
-13
| -1% | -$3.05K | 0.05% | 159 |
|
|
2024
Q3 | $225K | Buy |
+907
| New | +$225K | 0.05% | 155 |
|
|
2024
Q2 | – | Sell |
-909
| Closed | -$232K | – | 175 |
|
|
2024
Q1 | $232K | Sell |
909
-304
| -25% | -$77.5K | 0.06% | 142 |
|
|
2023
Q4 | $287K | Sell |
1,213
-532
| -30% | -$126K | 0.08% | 113 |
|
|
2023
Q3 | $344K | Buy |
1,745
+375
| +27% | +$73.8K | 0.11% | 102 |
|
|
2023
Q2 | $311K | Buy |
1,370
+31
| +2% | +$7.03K | 0.09% | 103 |
|
|
2023
Q1 | $284K | Sell |
1,339
-20
| -1% | -$4.24K | 0.09% | 115 |
|
|
2022
Q4 | $335K | Buy |
1,359
+2
| +0.1% | +$493 | 0.11% | 106 |
|
|
2022
Q3 | $284K | Sell |
1,357
-25
| -2% | -$5.23K | 0.1% | 118 |
|
|
2022
Q2 | $314K | Buy |
1,382
+20
| +1% | +$4.54K | 0.1% | 113 |
|
|
2022
Q1 | $388K | Buy |
1,362
+9
| +0.7% | +$2.56K | 0.11% | 105 |
|
|
2021
Q4 | $403K | Buy |
1,353
+16
| +1% | +$4.77K | 0.11% | 106 |
|
|
2021
Q3 | $320K | Sell |
1,337
-2
| -0.1% | -$479 | 0.09% | 122 |
|
|
2021
Q2 | $345K | Buy |
+1,339
| New | +$345K | 0.1% | 114 |
|
|
2021
Q1 | – | Sell |
-455
| Closed | -$108K | – | 690 |
|
|
2020
Q4 | $108K | Buy |
+455
| New | +$108K | 0.04% | 209 |
|
|
2020
Q1 | – | Sell |
-1,767
| Closed | -$343K | – | 122 |
|
|
2019
Q4 | $343K | Buy |
+1,767
| New | +$343K | 0.16% | 88 |
|