RSWM
Robertson Stephens Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Sell |
8,536
-250
| -3% | -$8.16K | 0.01% | 464 |
|
|
2025
Q1 | $259K | Sell |
8,786
-2,707
| -24% | -$79.7K | 0.01% | 470 |
|
|
2024
Q4 | $371K | Sell |
11,493
-17,482
| -60% | -$564K | 0.01% | 421 |
|
|
2024
Q3 | $1M | Sell |
28,975
-4,104
| -12% | -$142K | 0.04% | 282 |
|
|
2024
Q2 | $1.11M | Sell |
33,079
-3,203
| -9% | -$107K | 0.06% | 212 |
|
|
2024
Q1 | $1.34M | Buy |
36,282
+21,656
| +148% | +$803K | 0.07% | 194 |
|
|
2023
Q4 | $507K | Sell |
14,626
-5,755
| -28% | -$200K | 0.03% | 307 |
|
|
2023
Q3 | $627K | Sell |
20,381
-3,597
| -15% | -$111K | 0.04% | 268 |
|
|
2023
Q2 | $818K | Buy |
23,978
+1,617
| +7% | +$55.1K | 0.06% | 215 |
|
|
2023
Q1 | $669K | Sell |
22,361
-592
| -3% | -$17.7K | 0.05% | 253 |
|
|
2022
Q4 | $711K | Sell |
22,953
-6,005
| -21% | -$186K | 0.07% | 211 |
|
|
2022
Q3 | $771K | Buy |
28,958
+3,975
| +16% | +$106K | 0.08% | 178 |
|
|
2022
Q2 | $726K | Sell |
24,983
-309
| -1% | -$8.98K | 0.07% | 192 |
|
|
2022
Q1 | $947K | Buy |
25,292
+311
| +1% | +$11.6K | 0.08% | 187 |
|
|
2021
Q4 | $939K | Buy |
24,981
+4,924
| +25% | +$185K | 0.08% | 190 |
|
|
2021
Q3 | $596K | Buy |
20,057
+17
| +0.1% | +$505 | 0.07% | 183 |
|
|
2021
Q2 | $642K | Buy |
20,040
+13,360
| +200% | +$428K | 0.08% | 179 |
|
|
2021
Q1 | $644K | Buy |
6,680
+115
| +2% | +$11.1K | 0.1% | 153 |
|
|
2020
Q4 | $595K | Hold |
6,565
| – | – | 0.12% | 125 |
|
|
2020
Q3 | $509K | Buy |
+6,565
| New | +$509K | 0.13% | 131 |
|