VWM
Valley Wealth Managers’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.5K | Hold |
750
| – | – | ﹤0.01% | 223 |
|
|
2025
Q1 | $22.1K | Hold |
750
| – | – | ﹤0.01% | 243 |
|
|
2024
Q4 | $24.2K | Hold |
750
| – | – | ﹤0.01% | 251 |
|
|
2024
Q3 | $25.9K | Buy |
750
+480
| +178% | +$16.6K | ﹤0.01% | 252 |
|
|
2024
Q2 | $9.03K | Buy |
+270
| New | +$9.03K | ﹤0.01% | 293 |
|
|
2023
Q3 | – | Sell |
-600
| Closed | -$20.5K | – | 377 |
|
|
2023
Q2 | $20.5K | Hold |
600
| – | – | ﹤0.01% | 247 |
|
|
2023
Q1 | $18K | Sell |
600
-200
| -25% | -$5.99K | ﹤0.01% | 258 |
|
|
2022
Q4 | $24.8K | Sell |
800
-1,875
| -70% | -$58.1K | ﹤0.01% | 260 |
|
|
2022
Q3 | $71K | Buy |
2,675
+1,875
| +234% | +$49.8K | 0.01% | 221 |
|
|
2022
Q2 | $23K | Buy |
+800
| New | +$23K | ﹤0.01% | 288 |
|
|
2020
Q1 | – | Sell |
-4,525
| Closed | -$328K | – | 169 |
|
|
2019
Q4 | $328K | Hold |
4,525
| – | – | 0.03% | 156 |
|
|
2019
Q3 | $313K | Hold |
4,525
| – | – | 0.03% | 163 |
|
|
2019
Q2 | $350K | Buy |
+4,525
| New | +$350K | 0.04% | 161 |
|