Wealth Effects’s CSX Corp CSX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$240K Sell
7,365
-300
-4% -$9.79K 0.09% 177
2025
Q1
$226K Sell
7,665
-75
-1% -$2.21K 0.09% 169
2024
Q4
$250K Sell
7,740
-70
-0.9% -$2.26K 0.09% 180
2024
Q3
$270K Sell
7,810
-836
-10% -$28.9K 0.09% 165
2024
Q2
$289K Hold
8,646
0.1% 151
2024
Q1
$321K Sell
8,646
-231
-3% -$8.56K 0.12% 146
2023
Q4
$308K Buy
8,877
+231
+3% +$8.01K 0.12% 152
2023
Q3
$266K Sell
8,646
-600
-6% -$18.5K 0.13% 139
2023
Q2
$315K Hold
9,246
0.14% 129
2023
Q1
$277K Sell
9,246
-600
-6% -$18K 0.14% 144
2022
Q4
$305K Hold
9,846
0.17% 129
2022
Q3
$262K Hold
9,846
0.16% 131
2022
Q2
$286K Buy
9,846
+1,200
+14% +$34.9K 0.17% 128
2022
Q1
$324K Hold
8,646
0.15% 133
2021
Q4
$325K Buy
+8,646
New +$325K 0.13% 138