WPW
Waldron Private Wealth’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,010
| Closed | -$355K | – | 328 |
|
|
2024
Q4 | $355K | Sell |
11,010
-1,312
| -11% | -$42.3K | 0.01% | 304 |
|
|
2024
Q3 | $425K | Sell |
12,322
-156
| -1% | -$5.39K | 0.02% | 276 |
|
|
2024
Q2 | $417K | Buy |
12,478
+3,174
| +34% | +$106K | 0.02% | 255 |
|
|
2024
Q1 | $345K | Buy |
9,304
+415
| +5% | +$15.4K | 0.02% | 289 |
|
|
2023
Q4 | $308K | Sell |
8,889
-64
| -0.7% | -$2.22K | 0.01% | 304 |
|
|
2023
Q3 | $275K | Sell |
8,953
-202
| -2% | -$6.21K | 0.01% | 304 |
|
|
2023
Q2 | $312K | Buy |
9,155
+233
| +3% | +$7.95K | 0.02% | 285 |
|
|
2023
Q1 | $267K | Buy |
+8,922
| New | +$267K | 0.01% | 342 |
|
|
2022
Q3 | – | Sell |
-7,539
| Closed | -$219K | – | 378 |
|
|
2022
Q2 | $219K | Sell |
7,539
-287
| -4% | -$8.34K | 0.01% | 352 |
|
|
2022
Q1 | $293K | Buy |
7,826
+791
| +11% | +$29.6K | 0.02% | 319 |
|
|
2021
Q4 | $264K | Hold |
7,035
| – | – | 0.01% | 327 |
|
|
2021
Q3 | $209K | Buy |
+7,035
| New | +$209K | 0.01% | 339 |
|
|
2017
Q2 | – | Sell |
-4,536
| Closed | -$210K | – | 155 |
|
|
2017
Q1 | $210K | Buy |
+4,536
| New | +$210K | 0.05% | 203 |
|