WP
WealthPLAN Partners’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Hold |
1,287
| – | – | 0.05% | 204 |
|
|
2025
Q1 | $305K | Sell |
1,287
-300
| -19% | -$71.1K | 0.04% | 212 |
|
|
2024
Q4 | $372K | Sell |
1,587
-1
| -0.1% | -$235 | 0.05% | 195 |
|
|
2024
Q3 | $395K | Sell |
1,588
-83
| -5% | -$20.6K | 0.05% | 199 |
|
|
2024
Q2 | $359K | Sell |
1,671
-78
| -4% | -$16.7K | 0.04% | 234 |
|
|
2024
Q1 | $446K | Sell |
1,749
-566
| -24% | -$144K | 0.05% | 216 |
|
|
2023
Q4 | $547K | Sell |
2,315
-275
| -11% | -$65K | 0.06% | 213 |
|
|
2023
Q3 | $510K | Sell |
2,590
-1,157
| -31% | -$228K | 0.06% | 199 |
|
|
2023
Q2 | $850K | Sell |
3,747
-59
| -2% | -$13.4K | 0.12% | 147 |
|
|
2023
Q1 | $807K | Sell |
3,806
-629
| -14% | -$133K | 0.09% | 163 |
|
|
2022
Q4 | $1.04M | Buy |
+4,435
| New | +$1.04M | 0.07% | 172 |
|
|
2022
Q1 | $1.15M | Sell |
4,461
-120
| -3% | -$30.9K | 0.08% | 159 |
|
|
2021
Q4 | $1.25M | Buy |
4,581
+25
| +0.5% | +$6.8K | 0.08% | 157 |
|
|
2021
Q3 | $1.31M | Sell |
4,556
-12
| -0.3% | -$3.45K | 0.09% | 145 |
|
|
2021
Q2 | $1.21M | Buy |
4,568
+812
| +22% | +$216K | 0.09% | 136 |
|
|
2021
Q1 | $1.08M | Sell |
3,756
-185
| -5% | -$53.2K | 0.08% | 140 |
|
|
2020
Q4 | $968K | Sell |
3,941
-22
| -0.6% | -$5.4K | 0.08% | 143 |
|
|
2020
Q3 | $914K | Sell |
3,963
-976
| -20% | -$225K | 0.09% | 134 |
|
|
2020
Q2 | $1.01M | Buy |
+4,939
| New | +$1.01M | 0.1% | 119 |
|
|
2018
Q3 | – | Sell |
-1,331
| Closed | -$201K | – | 274 |
|
|
2018
Q2 | $201K | Sell |
1,331
-834
| -39% | -$126K | 0.04% | 248 |
|
|
2018
Q1 | $294K | Buy |
+2,165
| New | +$294K | 0.06% | 212 |
|
|
2017
Q2 | – | Sell |
-53
| Closed | -$6.08K | – | 338 |
|
|
2017
Q1 | $6.08K | Buy |
+53
| New | +$6.08K | 0.02% | 323 |
|
|
2016
Q3 | $5.08K | Sell |
53
-50
| -49% | -$4.79K | ﹤0.01% | 714 |
|
|
2016
Q2 | $4.52K | Buy |
+103
| New | +$4.52K | ﹤0.01% | 2015 |
|
|
2015
Q4 | $4.48K | Buy |
+53
| New | +$4.48K | ﹤0.01% | 1357 |
|
|
2015
Q2 | $1K | Sell |
12
-167
| -93% | -$13.9K | ﹤0.01% | 408 |
|
|
2015
Q1 | $18K | Buy |
+179
| New | +$18K | 0.01% | 327 |
|