Ullmann Wealth Partners Group’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.05M | Buy |
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|
2025
Q2 | $956K | Buy |
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|
2025
Q1 | $862K | Buy |
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|
2024
Q4 | $933K | Buy |
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|
2024
Q3 | $998K | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.17M | Buy |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $534K | Buy |
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|
2023
Q2 | $588K | Buy |
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|
2023
Q1 | $516K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $430K | Sell |
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|
2021
Q3 | $445K | Buy |
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|
2021
Q2 | $465K | Buy |
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|
2021
Q1 | $425K | Sell |
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|
2020
Q4 | $420K | Hold |
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|
2020
Q3 | $360K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $384K | Buy |
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|
2017
Q2 | $234K | Sell |
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|
2017
Q1 | $209K | Sell |
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|
2016
Q4 | $221K | Buy |
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