Wealthcare Advisory Partners’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.05M | Sell |
32,057
-7,577
| -19% | -$247K | 0.02% | 469 |
|
2025
Q1 | $1.17M | Sell |
39,634
-691
| -2% | -$20.3K | 0.03% | 414 |
|
2024
Q4 | $1.3M | Buy |
40,325
+270
| +0.7% | +$8.71K | 0.04% | 367 |
|
2024
Q3 | $1.38M | Sell |
40,055
-1,196
| -3% | -$41.3K | 0.04% | 341 |
|
2024
Q2 | $1.38M | Buy |
41,251
+15,243
| +59% | +$510K | 0.04% | 307 |
|
2024
Q1 | $964K | Buy |
26,008
+5,155
| +25% | +$191K | 0.03% | 376 |
|
2023
Q4 | $723K | Buy |
20,853
+2,049
| +11% | +$71K | 0.03% | 402 |
|
2023
Q3 | $578K | Sell |
18,804
-491
| -3% | -$15.1K | 0.03% | 396 |
|
2023
Q2 | $658K | Buy |
19,295
+741
| +4% | +$25.3K | 0.03% | 380 |
|
2023
Q1 | $555K | Buy |
18,554
+184
| +1% | +$5.51K | 0.02% | 430 |
|
2022
Q4 | $569K | Sell |
18,370
-6,218
| -25% | -$193K | 0.03% | 389 |
|
2022
Q3 | $655K | Buy |
24,588
+6,364
| +35% | +$170K | 0.04% | 300 |
|
2022
Q2 | $530K | Sell |
18,224
-1,242
| -6% | -$36.1K | 0.03% | 313 |
|
2022
Q1 | $729K | Buy |
19,466
+216
| +1% | +$8.09K | 0.04% | 247 |
|
2021
Q4 | $724K | Buy |
19,250
+6,538
| +51% | +$246K | 0.04% | 250 |
|
2021
Q3 | $378K | Buy |
12,712
+4,227
| +50% | +$126K | 0.02% | 365 |
|
2021
Q2 | $270K | Buy |
8,485
+88
| +1% | +$2.8K | 0.02% | 445 |
|
2021
Q1 | $270K | Buy |
8,397
+1,410
| +20% | +$45.3K | 0.02% | 416 |
|
2020
Q4 | $211K | Buy |
+6,987
| New | +$211K | 0.02% | 390 |
|
2020
Q2 | – | Sell |
-7,641
| Closed | -$146K | – | 518 |
|
2020
Q1 | $146K | Buy |
7,641
+879
| +13% | +$16.8K | 0.02% | 314 |
|
2019
Q4 | $163K | Sell |
6,762
-342
| -5% | -$8.24K | 0.02% | 325 |
|
2019
Q3 | $164K | Buy |
7,104
+1,794
| +34% | +$41.4K | 0.02% | 304 |
|
2019
Q2 | $137K | Buy |
5,310
+9
| +0.2% | +$232 | 0.02% | 326 |
|
2019
Q1 | $132K | Buy |
5,301
+12
| +0.2% | +$299 | 0.02% | 294 |
|
2018
Q4 | $110K | Sell |
5,289
-240
| -4% | -$4.99K | 0.02% | 289 |
|
2018
Q3 | $136K | Buy |
5,529
+9
| +0.2% | +$221 | 0.03% | 277 |
|
2018
Q2 | $117K | Buy |
5,520
+522
| +10% | +$11.1K | 0.02% | 297 |
|
2018
Q1 | $93K | Buy |
4,998
+1,974
| +65% | +$36.7K | 0.02% | 291 |
|
2017
Q4 | $55K | Buy |
3,024
+99
| +3% | +$1.8K | 0.01% | 355 |
|
2017
Q3 | $53K | Buy |
+2,925
| New | +$53K | 0.02% | 296 |
|