RSWM
Robertson Stephens Wealth Management’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Buy |
1,202
+35
| +3% | +$8.96K | 0.01% | 449 |
|
|
2025
Q1 | $276K | Sell |
1,167
-80
| -6% | -$18.9K | 0.01% | 462 |
|
|
2024
Q4 | $293K | Sell |
1,247
-15
| -1% | -$3.52K | 0.01% | 474 |
|
|
2024
Q3 | $314K | Sell |
1,262
-41
| -3% | -$10.2K | 0.01% | 515 |
|
|
2024
Q2 | $280K | Buy |
1,303
+185
| +17% | +$39.7K | 0.01% | 421 |
|
|
2024
Q1 | $285K | Sell |
1,118
-3
| -0.3% | -$765 | 0.02% | 430 |
|
|
2023
Q4 | $265K | Buy |
1,121
+60
| +6% | +$14.2K | 0.02% | 399 |
|
|
2023
Q3 | $209K | Buy |
1,061
+4
| +0.4% | +$788 | 0.01% | 425 |
|
|
2023
Q2 | $240K | Sell |
1,057
-33
| -3% | -$7.48K | 0.02% | 382 |
|
|
2023
Q1 | $231K | Buy |
1,090
+37
| +4% | +$7.84K | 0.02% | 403 |
|
|
2022
Q4 | $259K | Buy |
+1,053
| New | +$259K | 0.03% | 353 |
|
|
2022
Q3 | – | Sell |
-963
| Closed | -$218K | – | 383 |
|
|
2022
Q2 | $218K | Buy |
963
+10
| +1% | +$2.26K | 0.02% | 345 |
|
|
2022
Q1 | $271K | Buy |
953
+153
| +19% | +$43.5K | 0.02% | 327 |
|
|
2021
Q4 | $238K | Buy |
+800
| New | +$238K | 0.02% | 356 |
|
|
2021
Q3 | – | Sell |
-831
| Closed | -$220K | – | 332 |
|
|
2021
Q2 | $220K | Buy |
831
+27
| +3% | +$7.15K | 0.03% | 306 |
|
|
2021
Q1 | $215K | Buy |
+804
| New | +$215K | 0.03% | 276 |
|
|
2020
Q4 | – | Sell |
-1,050
| Closed | -$224K | – | 258 |
|
|
2020
Q3 | $224K | Buy |
+1,050
| New | +$224K | 0.06% | 215 |
|