SWM
Sendero Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Sell |
14,757
-178
| -1% | -$5.81K | 0.06% | 146 |
|
|
2025
Q1 | $440K | Buy |
14,935
+678
| +5% | +$20K | 0.06% | 143 |
|
|
2024
Q4 | $460K | Buy |
14,257
+235
| +2% | +$7.58K | 0.07% | 131 |
|
|
2024
Q3 | $484K | Hold |
14,022
| – | – | 0.08% | 126 |
|
|
2024
Q2 | $469K | Hold |
14,022
| – | – | 0.08% | 124 |
|
|
2024
Q1 | $520K | Hold |
14,022
| – | – | 0.09% | 123 |
|
|
2023
Q4 | $486K | Hold |
14,022
| – | – | 0.09% | 120 |
|
|
2023
Q3 | $431K | Hold |
14,022
| – | – | 0.09% | 116 |
|
|
2023
Q2 | $478K | Buy |
+14,022
| New | +$478K | 0.1% | 113 |
|