SWMG
Sanchez Wealth Management Group’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
48,216
+47
| +0.1% | +$1.53K | 0.38% | 24 |
|
|
2025
Q1 | $1.42M | Buy |
48,169
+3,897
| +9% | +$115K | 0.39% | 25 |
|
|
2024
Q4 | $1.43M | Buy |
44,272
+42
| +0.1% | +$1.36K | 0.39% | 26 |
|
|
2024
Q3 | $1.53M | Buy |
44,230
+42
| +0.1% | +$1.45K | 0.47% | 24 |
|
|
2024
Q2 | $1.48M | Sell |
44,188
-2,076
| -4% | -$69.4K | 0.48% | 23 |
|
|
2024
Q1 | $1.71M | Sell |
46,264
-837
| -2% | -$31K | 0.58% | 20 |
|
|
2023
Q4 | $1.63M | Buy |
47,101
+38
| +0.1% | +$1.32K | 0.6% | 19 |
|
|
2023
Q3 | $1.45M | Buy |
47,063
+24
| +0.1% | +$738 | 0.58% | 17 |
|
|
2023
Q2 | $1.6M | Buy |
47,039
+22
| +0% | +$750 | 0.65% | 17 |
|
|
2023
Q1 | $1.41M | Buy |
47,017
+25
| +0.1% | +$748 | 0.62% | 17 |
|
|
2022
Q4 | $1.46M | Buy |
46,992
+3,021
| +7% | +$93.6K | 0.71% | 17 |
|
|
2022
Q3 | $1.17M | Buy |
43,971
+22
| +0.1% | +$586 | 0.64% | 16 |
|
|
2022
Q2 | $1.28M | Buy |
43,949
+22
| +0.1% | +$639 | 0.63% | 19 |
|
|
2022
Q1 | $1.65M | Sell |
43,927
-345
| -0.8% | -$12.9K | 0.69% | 19 |
|
|
2021
Q4 | $1.67M | Buy |
44,272
+17
| +0% | +$639 | 0.7% | 17 |
|
|
2021
Q3 | $1.32M | Buy |
44,255
+19
| +0% | +$565 | 0.59% | 18 |
|
|
2021
Q2 | $1.4M | Buy |
44,236
+29,497
| +200% | +$931K | 0.64% | 18 |
|
|
2021
Q1 | $1.42M | Buy |
14,739
+6
| +0% | +$578 | 0.72% | 15 |
|
|
2020
Q4 | $1.34M | Buy |
14,733
+128
| +0.9% | +$11.6K | 0.72% | 15 |
|
|
2020
Q3 | $1.13M | Buy |
14,605
+6
| +0% | +$466 | 0.67% | 13 |
|
|
2020
Q2 | $1.02M | Buy |
14,599
+9
| +0.1% | +$628 | 0.68% | 13 |
|
|
2020
Q1 | $836K | Sell |
14,590
-822
| -5% | -$47.1K | 0.76% | 12 |
|
|
2019
Q4 | $1.12M | Buy |
15,412
+9
| +0.1% | +$651 | 0.81% | 12 |
|
|
2019
Q3 | $1.07M | Sell |
15,403
-1,967
| -11% | -$136K | 0.88% | 12 |
|
|
2019
Q2 | $1.34M | Sell |
17,370
-8
| -0% | -$619 | 1.16% | 13 |
|
|
2019
Q1 | $1.3M | Buy |
17,378
+273
| +2% | +$20.4K | 1.16% | 14 |
|
|
2018
Q4 | $1.06M | Buy |
17,105
+9
| +0.1% | +$559 | 1.17% | 14 |
|
|
2018
Q3 | $1.28M | Buy |
17,096
+8
| +0% | +$600 | 1.32% | 12 |
|
|
2018
Q2 | $1.09M | Buy |
17,088
+14
| +0.1% | +$893 | 1.03% | 12 |
|
|
2018
Q1 | $935K | Buy |
17,074
+40
| +0.2% | +$2.19K | 0.94% | 12 |
|
|
2017
Q4 | $1M | Buy |
+17,034
| New | +$1M | 1.03% | 12 |
|