THWM
Taylor Hoffman Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.06M | Sell |
31,632
-57
| -0.2% | -$1.92K | 0.43% | 50 |
|
|
2024
Q1 | $1.17M | Sell |
31,689
-228
| -0.7% | -$8.45K | 0.5% | 45 |
|
|
2023
Q4 | $1.11M | Hold |
31,917
| – | – | 0.5% | 49 |
|
|
2023
Q3 | $981K | Buy |
31,917
+1,800
| +6% | +$55.4K | 0.51% | 49 |
|
|
2023
Q2 | $1.03M | Hold |
30,117
| – | – | 0.51% | 48 |
|
|
2023
Q1 | $902K | Hold |
30,117
| – | – | 0.49% | 51 |
|
|
2022
Q4 | $933K | Sell |
30,117
-61,051
| -67% | -$1.89M | 0.57% | 51 |
|
|
2022
Q3 | $2.43M | Buy |
91,168
+899
| +1% | +$24K | 1.27% | 27 |
|
|
2022
Q2 | $2.65M | Sell |
90,269
-171
| -0.2% | -$5.02K | 1.3% | 26 |
|
|
2022
Q1 | $3.39M | Sell |
90,440
-3,063
| -3% | -$115K | 1.36% | 24 |
|
|
2021
Q4 | $3.52M | Sell |
93,503
-1,415
| -1% | -$53.2K | 1.34% | 29 |
|
|
2021
Q3 | $2.88M | Sell |
94,918
-236
| -0.2% | -$7.16K | 1.24% | 31 |
|
|
2021
Q2 | $3.05M | Buy |
95,154
+63,259
| +198% | +$2.03M | 1.32% | 32 |
|
|
2021
Q1 | $3.08M | Sell |
31,895
-38
| -0.1% | -$3.66K | 1.41% | 27 |
|
|
2020
Q4 | $2.9M | Sell |
31,933
-266
| -0.8% | -$24.1K | 1.48% | 22 |
|
|
2020
Q3 | $2.5M | Sell |
32,199
-2,540
| -7% | -$197K | 1.47% | 18 |
|
|
2020
Q2 | $2.42M | Buy |
34,739
+1,807
| +5% | +$126K | 1.52% | 12 |
|
|
2020
Q1 | $1.89M | Sell |
32,932
-3,426
| -9% | -$196K | 1.81% | 12 |
|
|
2019
Q4 | $2.63M | Sell |
36,358
-123
| -0.3% | -$8.9K | 1.7% | 11 |
|
|
2019
Q3 | $2.53M | Buy |
36,481
+2,000
| +6% | +$139K | 1.8% | 13 |
|
|
2019
Q2 | $2.67M | Sell |
34,481
-2,031
| -6% | -$157K | 2.15% | 7 |
|
|
2019
Q1 | $2.73M | Sell |
36,512
-840
| -2% | -$62.9K | 2.02% | 7 |
|
|
2018
Q4 | $2.32M | Sell |
37,352
-937
| -2% | -$58.2K | 2.08% | 10 |
|
|
2018
Q3 | $2.84M | Hold |
38,289
| – | – | 2.24% | 8 |
|
|
2018
Q2 | $2.44M | Hold |
38,289
| – | – | 2.11% | 8 |
|
|
2018
Q1 | $2.13M | Sell |
38,289
-11,082
| -22% | -$617K | 1.95% | 11 |
|
|
2017
Q4 | $2.72M | Buy |
+49,371
| New | +$2.72M | 2.6% | 5 |
|