WWP
Waypoint Wealth Partners’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Hold |
15,895
| – | – | 0.13% | 45 |
|
|
2025
Q1 | $468K | Hold |
15,895
| – | – | 0.13% | 43 |
|
|
2024
Q4 | $513K | Hold |
15,895
| – | – | 0.14% | 42 |
|
|
2024
Q3 | $549K | Hold |
15,895
| – | – | 0.15% | 39 |
|
|
2024
Q2 | $532K | Hold |
15,895
| – | – | 0.16% | 38 |
|
|
2024
Q1 | $589K | Sell |
15,895
-338
| -2% | -$12.5K | 0.17% | 35 |
|
|
2023
Q4 | $563K | Buy |
16,233
+213
| +1% | +$7.39K | 0.17% | 30 |
|
|
2023
Q3 | $493K | Hold |
16,020
| – | – | 0.17% | 36 |
|
|
2023
Q2 | $546K | Hold |
16,020
| – | – | 0.19% | 30 |
|
|
2023
Q1 | $480K | Hold |
16,020
| – | – | 0.17% | 31 |
|
|
2022
Q4 | $496K | Hold |
16,020
| – | – | 0.2% | 30 |
|
|
2022
Q3 | $427K | Hold |
16,020
| – | – | 0.18% | 36 |
|
|
2022
Q2 | $466K | Sell |
16,020
-3
| -0% | -$87 | 0.18% | 33 |
|
|
2022
Q1 | $600K | Sell |
16,023
-219
| -1% | -$8.2K | 0.22% | 26 |
|
|
2021
Q4 | $611K | Buy |
16,242
+222
| +1% | +$8.35K | 0.21% | 30 |
|
|
2021
Q3 | $476K | Hold |
16,020
| – | – | 0.18% | 26 |
|
|
2021
Q2 | $514K | Buy |
16,020
+10,680
| +200% | +$343K | 0.2% | 23 |
|
|
2021
Q1 | $515K | Hold |
5,340
| – | – | 0.38% | 23 |
|
|
2020
Q4 | $485K | Buy |
+5,340
| New | +$485K | 0.38% | 19 |
|