WA
WealthTrust Axiom’s CSX Corp CSX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-24,265
| Closed | -$783K | – | 258 |
|
2024
Q4 | $783K | Sell |
24,265
-9,351
| -28% | -$302K | 0.23% | 97 |
|
2024
Q3 | $1.16M | Sell |
33,616
-1,500
| -4% | -$51.8K | 0.34% | 66 |
|
2024
Q2 | $1.17M | Hold |
35,116
| – | – | 0.39% | 57 |
|
2024
Q1 | $1.3M | Sell |
35,116
-7,100
| -17% | -$263K | 0.42% | 58 |
|
2023
Q4 | $1.46M | Sell |
42,216
-2,922
| -6% | -$101K | 0.49% | 52 |
|
2023
Q3 | $1.39M | Sell |
45,138
-300
| -0.7% | -$9.23K | 0.5% | 50 |
|
2023
Q2 | $1.55M | Hold |
45,438
| – | – | 0.51% | 45 |
|
2023
Q1 | $1.36M | Hold |
45,438
| – | – | 0.46% | 48 |
|
2022
Q4 | $1.41M | Hold |
45,438
| – | – | 0.49% | 50 |
|
2022
Q3 | $1.21M | Hold |
45,438
| – | – | 0.46% | 55 |
|
2022
Q2 | $1.32M | Hold |
45,438
| – | – | 0.47% | 51 |
|
2022
Q1 | $1.7M | Hold |
45,438
| – | – | 0.53% | 47 |
|
2021
Q4 | $1.71M | Hold |
45,438
| – | – | 0.55% | 45 |
|
2021
Q3 | $1.35M | Hold |
45,438
| – | – | 0.46% | 53 |
|
2021
Q2 | $1.46M | Buy |
45,438
+30,292
| +200% | +$971K | 0.47% | 53 |
|
2021
Q1 | $1.46M | Hold |
15,146
| – | – | 0.49% | 53 |
|
2020
Q4 | $1.37M | Hold |
15,146
| – | – | 0.5% | 50 |
|
2020
Q3 | $1.18M | Hold |
15,146
| – | – | 0.51% | 49 |
|
2020
Q2 | $1.06M | Sell |
15,146
-250
| -2% | -$17.4K | 0.46% | 54 |
|
2020
Q1 | $882K | Sell |
15,396
-263
| -2% | -$15.1K | 0.43% | 58 |
|
2019
Q4 | $1.13M | Hold |
15,659
| – | – | 0.38% | 67 |
|
2019
Q3 | $1.08M | Hold |
15,659
| – | – | 0.38% | 68 |
|
2019
Q2 | $1.21M | Sell |
15,659
-100
| -0.6% | -$7.73K | 0.42% | 64 |
|
2019
Q1 | $1.18M | Sell |
15,759
-37
| -0.2% | -$2.77K | 0.42% | 64 |
|
2018
Q4 | $981K | Hold |
15,796
| – | – | 0.4% | 67 |
|
2018
Q3 | $1.17M | Hold |
15,796
| – | – | 0.39% | 67 |
|
2018
Q2 | $1.01M | Hold |
15,796
| – | – | 0.36% | 68 |
|
2018
Q1 | $879K | Hold |
15,796
| – | – | 0.32% | 76 |
|
2017
Q4 | $868K | Hold |
15,796
| – | – | 0.32% | 74 |
|
2017
Q3 | $857K | Hold |
15,796
| – | – | 0.33% | 75 |
|
2017
Q2 | $861K | Hold |
15,796
| – | – | 0.32% | 79 |
|
2017
Q1 | $735K | Hold |
15,796
| – | – | 0.27% | 91 |
|
2016
Q4 | $567K | Hold |
15,796
| – | – | 0.21% | 107 |
|
2016
Q3 | $481K | Hold |
15,796
| – | – | 0.18% | 110 |
|
2016
Q2 | $411K | Sell |
15,796
-300
| -2% | -$7.81K | 0.16% | 119 |
|
2016
Q1 | $414K | Hold |
16,096
| – | – | 0.16% | 116 |
|
2015
Q4 | $417K | Hold |
16,096
| – | – | 0.17% | 112 |
|
2015
Q3 | $432K | Hold |
16,096
| – | – | 0.18% | 102 |
|
2015
Q2 | $525K | Sell |
16,096
-500
| -3% | -$16.3K | 0.19% | 101 |
|
2015
Q1 | $549K | Hold |
16,596
| – | – | 0.2% | 100 |
|
2014
Q4 | $601K | Hold |
16,596
| – | – | 0.21% | 96 |
|
2014
Q3 | $532K | Hold |
16,596
| – | – | 0.19% | 101 |
|
2014
Q2 | $511K | Hold |
16,596
| – | – | 0.17% | 101 |
|
2014
Q1 | $480K | Buy |
+16,596
| New | +$480K | 0.17% | 96 |
|