UWPG
Ullmann Wealth Partners Group’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $956K | Buy |
29,288
+12
| +0% | +$392 | 0.11% | 67 |
|
|
2025
Q1 | $862K | Buy |
29,276
+363
| +1% | +$10.7K | 0.11% | 65 |
|
|
2024
Q4 | $933K | Buy |
28,913
+11
| +0% | +$355 | 0.12% | 62 |
|
|
2024
Q3 | $998K | Sell |
28,902
-1,669
| -5% | -$57.6K | 0.13% | 59 |
|
|
2024
Q2 | $1.02M | Sell |
30,571
-948
| -3% | -$31.7K | 0.15% | 51 |
|
|
2024
Q1 | $1.17M | Buy |
31,519
+10
| +0% | +$371 | 0.17% | 45 |
|
|
2023
Q4 | $1.09M | Buy |
31,509
+14,148
| +81% | +$491K | 0.18% | 41 |
|
|
2023
Q3 | $534K | Buy |
17,361
+128
| +0.7% | +$3.94K | 0.1% | 57 |
|
|
2023
Q2 | $588K | Buy |
17,233
+10
| +0.1% | +$341 | 0.12% | 54 |
|
|
2023
Q1 | $516K | Buy |
+17,223
| New | +$516K | 0.12% | 53 |
|
|
2022
Q1 | – | Sell |
-11,436
| Closed | -$430K | – | 82 |
|
|
2021
Q4 | $430K | Sell |
11,436
-3,513
| -23% | -$132K | 0.11% | 54 |
|
|
2021
Q3 | $445K | Buy |
14,949
+450
| +3% | +$13.4K | 0.18% | 48 |
|
|
2021
Q2 | $465K | Buy |
14,499
+10,096
| +229% | +$41.4K | 0.19% | 47 |
|
|
2021
Q1 | $425K | Sell |
4,403
-228
| -5% | -$22K | 0.19% | 48 |
|
|
2020
Q4 | $420K | Hold |
4,631
| – | – | 0.21% | 45 |
|
|
2020
Q3 | $360K | Buy |
+4,631
| New | +$360K | 0.21% | 45 |
|
|
2017
Q4 | – | Sell |
-12,616
| Closed | -$384K | – | 54 |
|
|
2017
Q3 | $384K | Buy |
12,616
+8,327
| +194% | +$253K | 0.38% | 37 |
|
|
2017
Q2 | $234K | Sell |
4,289
-214
| -5% | -$11.7K | 0.17% | 51 |
|
|
2017
Q1 | $209K | Sell |
4,503
-276
| -6% | -$12.8K | 0.17% | 49 |
|
|
2016
Q4 | $221K | Buy |
+4,779
| New | +$221K | 0.21% | 44 |
|