Schwarz Dygos Wheeler Investment Advisors’s Norfolk Southern NSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Hold |
1,261
| – | – | 0.07% | 129 |
|
|
2025
Q1 | $299K | Hold |
1,261
| – | – | 0.07% | 132 |
|
|
2024
Q4 | $296K | Buy |
1,261
+6
| +0.5% | +$1.41K | 0.07% | 128 |
|
|
2024
Q3 | $312K | Hold |
1,255
| – | – | 0.08% | 120 |
|
|
2024
Q2 | $269K | Hold |
1,255
| – | – | 0.07% | 121 |
|
|
2024
Q1 | $320K | Hold |
1,255
| – | – | 0.09% | 116 |
|
|
2023
Q4 | $297K | Hold |
1,255
| – | – | 0.09% | 120 |
|
|
2023
Q3 | $247K | Hold |
1,255
| – | – | 0.08% | 122 |
|
|
2023
Q2 | $285K | Sell |
1,255
-100
| -7% | -$22.7K | 0.09% | 112 |
|
|
2023
Q1 | $287K | Hold |
1,355
| – | – | 0.1% | 107 |
|
|
2022
Q4 | $334K | Hold |
1,355
| – | – | 0.13% | 98 |
|
|
2022
Q3 | $284K | Hold |
1,355
| – | – | 0.13% | 94 |
|
|
2022
Q2 | $308K | Hold |
1,355
| – | – | 0.12% | 96 |
|
|
2022
Q1 | $386K | Hold |
1,355
| – | – | 0.13% | 93 |
|
|
2021
Q4 | $403K | Hold |
1,355
| – | – | 0.14% | 90 |
|
|
2021
Q3 | $324K | Hold |
1,355
| – | – | 0.12% | 101 |
|
|
2021
Q2 | $360K | Hold |
1,355
| – | – | 0.13% | 89 |
|
|
2021
Q1 | $364K | Hold |
1,355
| – | – | 0.15% | 87 |
|
|
2020
Q4 | $322K | Sell |
1,355
-134
| -9% | -$31.8K | 0.15% | 81 |
|
|
2020
Q3 | $319K | Hold |
1,489
| – | – | 0.18% | 75 |
|
|
2020
Q2 | $261K | Sell |
1,489
-430
| -22% | -$75.4K | 0.17% | 72 |
|
|
2020
Q1 | $280K | Sell |
1,919
-55
| -3% | -$8.03K | 0.24% | 59 |
|
|
2019
Q4 | $383K | Buy |
1,974
+97
| +5% | +$18.8K | 0.26% | 58 |
|
|
2019
Q3 | $337K | Hold |
1,877
| – | – | 0.27% | 60 |
|
|
2019
Q2 | $374K | Hold |
1,877
| – | – | 0.31% | 54 |
|
|
2019
Q1 | $351K | Sell |
1,877
-12
| -0.6% | -$2.24K | 0.3% | 54 |
|
|
2018
Q4 | $282K | Buy |
+1,889
| New | +$282K | 0.3% | 53 |
|