WAG
Wallace Advisory Group’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Buy |
12,148
+220
| +2% | +$6.48K | 0.26% | 116 |
|
|
2025
Q1 | $385K | Buy |
11,928
+1,114
| +10% | +$35.9K | 0.27% | 109 |
|
|
2024
Q4 | $373K | Sell |
10,814
-39
| -0.4% | -$1.35K | 0.26% | 106 |
|
|
2024
Q3 | $363K | Sell |
10,853
-363
| -3% | -$12.1K | 0.27% | 100 |
|
|
2024
Q2 | $375K | Buy |
11,216
+4,295
| +62% | +$144K | 0.27% | 98 |
|
|
2024
Q1 | $240K | Buy |
+6,921
| New | +$240K | 0.18% | 140 |
|
|
2023
Q4 | – | Sell |
-7,177
| Closed | -$245K | – | 167 |
|
|
2023
Q3 | $245K | Sell |
7,177
-102
| -1% | -$3.48K | 0.18% | 141 |
|
|
2023
Q2 | $218K | Hold |
7,279
| – | – | 0.17% | 148 |
|
|
2023
Q1 | $218K | Sell |
7,279
-133
| -2% | -$3.98K | 0.17% | 148 |
|
|
2022
Q4 | $230K | Buy |
+7,412
| New | +$230K | 0.18% | 132 |
|