Walled Lake Planning & Wealth Management’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 | $458K | Buy |
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|
2025
Q2 | $419K | Sell |
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|
2025
Q1 | $756K | Hold |
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|
2024
Q4 | $829K | Hold |
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|
2024
Q3 | $887K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $16K | Hold |
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|
2021
Q1 | $16K | Hold |
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|
2020
Q4 | $15K | Hold |
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|
2020
Q3 | $13K | Hold |
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|
2020
Q2 | $11K | Hold |
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|
2020
Q1 | $9K | Hold |
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|
2019
Q4 | $12K | Buy |
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