TWM
TriaGen Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Buy |
10,826
+19
| +0.2% | +$620 | 0.11% | 138 |
|
|
2025
Q1 | $318K | Sell |
10,807
-717
| -6% | -$21.1K | 0.11% | 134 |
|
|
2024
Q4 | $372K | Hold |
11,524
| – | – | 0.13% | 125 |
|
|
2024
Q3 | $398K | Hold |
11,524
| – | – | 0.13% | 120 |
|
|
2024
Q2 | $385K | Buy |
11,524
+300
| +3% | +$10K | 0.15% | 118 |
|
|
2024
Q1 | $416K | Hold |
11,224
| – | – | 0.17% | 108 |
|
|
2023
Q4 | $389K | Hold |
11,224
| – | – | 0.19% | 108 |
|
|
2023
Q3 | $345K | Hold |
11,224
| – | – | 0.18% | 106 |
|
|
2023
Q2 | $383K | Hold |
11,224
| – | – | 0.18% | 114 |
|
|
2023
Q1 | $336K | Hold |
11,224
| – | – | 0.17% | 112 |
|
|
2022
Q4 | $348K | Hold |
11,224
| – | – | 0.19% | 118 |
|
|
2022
Q3 | $299K | Hold |
11,224
| – | – | 0.17% | 122 |
|
|
2022
Q2 | $326K | Sell |
11,224
-57,329
| -84% | -$1.67M | 0.23% | 104 |
|
|
2022
Q1 | $2.57M | Sell |
68,553
-4,801
| -7% | -$180K | 1.33% | 15 |
|
|
2021
Q4 | $2.76M | Hold |
73,354
| – | – | 1.36% | 11 |
|
|
2021
Q3 | $2.18M | Sell |
73,354
-452
| -0.6% | -$13.4K | 1.19% | 15 |
|
|
2021
Q2 | $2.39M | Buy |
73,806
+48,428
| +191% | +$1.56M | 1.23% | 15 |
|
|
2021
Q1 | $2.45M | Buy |
25,378
+831
| +3% | +$80.1K | 1.41% | 18 |
|
|
2020
Q4 | $2.23M | Buy |
+24,547
| New | +$2.23M | 1.31% | 19 |
|