Waverly Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Sell |
81,483
-875
| -1% | -$28.6K | 0.03% | 432 |
|
|
2025
Q1 | $2.42M | Sell |
82,358
-8,787
| -10% | -$259K | 0.03% | 434 |
|
|
2024
Q4 | $2.94M | Buy |
91,145
+44,298
| +95% | +$1.43M | 0.05% | 309 |
|
|
2024
Q3 | $1.62M | Sell |
46,847
-1,288
| -3% | -$44.5K | 0.03% | 369 |
|
|
2024
Q2 | $1.61M | Buy |
48,135
+21,663
| +82% | +$725K | 0.03% | 352 |
|
|
2024
Q1 | $981K | Buy |
26,472
+11,123
| +72% | +$412K | 0.02% | 372 |
|
|
2023
Q4 | $532K | Buy |
15,349
+1,288
| +9% | +$44.7K | 0.02% | 288 |
|
|
2023
Q3 | $432K | Buy |
14,061
+234
| +2% | +$7.2K | 0.02% | 277 |
|
|
2023
Q2 | $472K | Buy |
13,827
+86
| +0.6% | +$2.93K | 0.02% | 250 |
|
|
2023
Q1 | $411K | Buy |
13,741
+2,712
| +25% | +$81.2K | 0.02% | 209 |
|
|
2022
Q4 | $342K | Buy |
11,029
+375
| +4% | +$11.6K | 0.02% | 210 |
|
|
2022
Q3 | $284K | Buy |
+10,654
| New | +$284K | 0.02% | 199 |
|
|
2018
Q4 | – | Sell |
-14,094
| Closed | -$348K | – | 141 |
|
|
2018
Q3 | $348K | Buy |
+14,094
| New | +$348K | 0.05% | 142 |
|
|
2015
Q4 | – | Sell |
-5,130
| Closed | -$46K | – | 185 |
|
|
2015
Q3 | $46K | Hold |
5,130
| – | – | 0.03% | 147 |
|
|
2015
Q2 | $56K | Buy |
5,130
+1,200
| +31% | +$13.1K | 0.03% | 124 |
|
|
2015
Q1 | $43K | Hold |
3,930
| – | – | 0.02% | 139 |
|
|
2014
Q4 | $47K | Sell |
3,930
-483
| -11% | -$5.78K | 0.02% | 119 |
|
|
2014
Q3 | $47K | Hold |
4,413
| – | – | 0.03% | 223 |
|
|
2014
Q2 | $45K | Buy |
4,413
+21
| +0.5% | +$214 | 0.02% | 243 |
|
|
2014
Q1 | $42K | Buy |
4,392
+21
| +0.5% | +$201 | 0.02% | 237 |
|
|
2013
Q4 | $42K | Buy |
4,371
+504
| +13% | +$4.84K | 0.01% | 354 |
|
|
2013
Q3 | $33K | Buy |
+3,867
| New | +$33K | 0.02% | 300 |
|