RWB
RMR Wealth Builders’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $883K | Buy |
27,060
+797
| +3% | +$26K | 0.08% | 123 |
|
|
2025
Q1 | $773K | Buy |
26,263
+140
| +0.5% | +$4.12K | 0.08% | 124 |
|
|
2024
Q4 | $843K | Buy |
26,123
+149
| +0.6% | +$4.81K | 0.09% | 119 |
|
|
2024
Q3 | $897K | Buy |
25,974
+173
| +0.7% | +$5.97K | 0.1% | 109 |
|
|
2024
Q2 | $863K | Hold |
25,801
| – | – | 0.1% | 107 |
|
|
2024
Q1 | $956K | Buy |
25,801
+277
| +1% | +$10.3K | 0.12% | 100 |
|
|
2023
Q4 | $885K | Hold |
25,524
| – | – | 0.12% | 96 |
|
|
2023
Q3 | $785K | Hold |
25,524
| – | – | 0.13% | 91 |
|
|
2023
Q2 | $870K | Hold |
25,524
| – | – | 0.15% | 70 |
|
|
2023
Q1 | $764K | Sell |
25,524
-75
| -0.3% | -$2.25K | 0.15% | 79 |
|
|
2022
Q4 | $793K | Hold |
25,599
| – | – | 0.18% | 67 |
|
|
2022
Q3 | $682K | Buy |
25,599
+75
| +0.3% | +$2K | 0.17% | 73 |
|
|
2022
Q2 | $742K | Buy |
25,524
+2,314
| +10% | +$67.3K | 0.18% | 78 |
|
|
2022
Q1 | $869K | Buy |
+23,210
| New | +$869K | 0.19% | 77 |
|
|
2021
Q4 | – | Sell |
-27,210
| Closed | -$809K | – | 144 |
|
|
2021
Q3 | $809K | Hold |
27,210
| – | – | 0.24% | 66 |
|
|
2021
Q2 | $873K | Buy |
27,210
+17,477
| +180% | +$561K | 0.29% | 58 |
|
|
2021
Q1 | $938K | Buy |
9,733
+663
| +7% | +$63.9K | 0.24% | 60 |
|
|
2020
Q4 | $823K | Sell |
9,070
-663
| -7% | -$60.2K | 0.4% | 49 |
|
|
2020
Q3 | $756K | Buy |
9,733
+663
| +7% | +$51.5K | 0.2% | 83 |
|
|
2020
Q2 | $633K | Buy |
+9,070
| New | +$633K | 0.56% | 39 |
|
|
2019
Q4 | $290K | Buy |
+4,013
| New | +$290K | 0.28% | 75 |
|