WF
Welch & Forbes’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Sell |
23,024
-66
| -0.3% | -$2.15K | 0.01% | 250 |
|
|
2025
Q1 | $680K | Buy |
23,090
+66
| +0.3% | +$1.94K | 0.01% | 251 |
|
|
2024
Q4 | $743K | Hold |
23,024
| – | – | 0.01% | 249 |
|
|
2024
Q3 | $795K | Buy |
23,024
+1,174
| +5% | +$40.5K | 0.01% | 245 |
|
|
2024
Q2 | $710K | Hold |
21,850
| – | – | 0.01% | 251 |
|
|
2024
Q1 | $810K | Sell |
21,850
-318
| -1% | -$11.8K | 0.01% | 244 |
|
|
2023
Q4 | $769K | Sell |
22,168
-314
| -1% | -$10.9K | 0.01% | 247 |
|
|
2023
Q3 | $691K | Buy |
22,482
+120
| +0.5% | +$3.69K | 0.01% | 251 |
|
|
2023
Q2 | $763K | Buy |
22,362
+37
| +0.2% | +$1.26K | 0.01% | 246 |
|
|
2023
Q1 | $668K | Sell |
22,325
-775
| -3% | -$23.2K | 0.01% | 256 |
|
|
2022
Q4 | $716K | Buy |
23,100
+475
| +2% | +$14.7K | 0.01% | 247 |
|
|
2022
Q3 | $603K | Buy |
22,625
+1,965
| +10% | +$52.4K | 0.01% | 257 |
|
|
2022
Q2 | $600K | Sell |
20,660
-2,900
| -12% | -$84.2K | 0.01% | 265 |
|
|
2022
Q1 | $882K | Buy |
23,560
+1,800
| +8% | +$67.4K | 0.01% | 242 |
|
|
2021
Q4 | $818K | Sell |
21,760
-3,500
| -14% | -$132K | 0.01% | 248 |
|
|
2021
Q3 | $751K | Buy |
25,260
+2,760
| +12% | +$82.1K | 0.01% | 247 |
|
|
2021
Q2 | $722K | Buy |
22,500
+16,800
| +295% | +$539K | 0.01% | 255 |
|
|
2021
Q1 | $550K | Hold |
5,700
| – | – | 0.01% | 269 |
|
|
2020
Q4 | $517K | Hold |
5,700
| – | – | 0.01% | 268 |
|
|
2020
Q3 | $443K | Hold |
5,700
| – | – | 0.01% | 254 |
|
|
2020
Q2 | $398K | Hold |
5,700
| – | – | 0.01% | 264 |
|
|
2020
Q1 | $327K | Hold |
5,700
| – | – | 0.01% | 266 |
|
|
2019
Q4 | $412K | Hold |
5,700
| – | – | 0.01% | 275 |
|
|
2019
Q3 | $395K | Hold |
5,700
| – | – | 0.01% | 280 |
|
|
2019
Q2 | $441K | Hold |
5,700
| – | – | 0.01% | 270 |
|
|
2019
Q1 | $426K | Sell |
5,700
-451
| -7% | -$33.7K | 0.01% | 272 |
|
|
2018
Q4 | $382K | Hold |
6,151
| – | – | 0.01% | 270 |
|
|
2018
Q3 | $455K | Hold |
6,151
| – | – | 0.01% | 267 |
|
|
2018
Q2 | $393K | Hold |
6,151
| – | – | 0.01% | 275 |
|
|
2018
Q1 | $343K | Sell |
6,151
-3,995
| -39% | -$223K | 0.01% | 288 |
|
|
2017
Q4 | $558K | Buy |
10,146
+376
| +4% | +$20.7K | 0.01% | 226 |
|
|
2017
Q3 | $531K | Hold |
9,770
| – | – | 0.01% | 236 |
|
|
2017
Q2 | $533K | Buy |
9,770
+564
| +6% | +$30.8K | 0.01% | 232 |
|
|
2017
Q1 | $429K | Buy |
9,206
+158
| +2% | +$7.36K | 0.01% | 253 |
|
|
2016
Q4 | $325K | Hold |
9,048
| – | – | 0.01% | 278 |
|
|
2016
Q3 | $276K | Hold |
9,048
| – | – | 0.01% | 258 |
|
|
2016
Q2 | $236K | Hold |
9,048
| – | – | 0.01% | 313 |
|
|
2016
Q1 | $233K | Sell |
9,048
-500
| -5% | -$12.9K | 0.01% | 310 |
|
|
2015
Q4 | $248K | Buy |
9,548
+500
| +6% | +$13K | 0.01% | 291 |
|
|
2015
Q3 | $243K | Hold |
9,048
| – | – | 0.01% | 305 |
|
|
2015
Q2 | $295K | Hold |
9,048
| – | – | 0.01% | 288 |
|
|
2015
Q1 | $300K | Hold |
9,048
| – | – | 0.01% | 288 |
|
|
2014
Q4 | $328K | Sell |
9,048
-292
| -3% | -$10.6K | 0.01% | 294 |
|
|
2014
Q3 | $299K | Sell |
9,340
-834
| -8% | -$26.7K | 0.01% | 296 |
|
|
2014
Q2 | $313K | Buy |
10,174
+584
| +6% | +$18K | 0.01% | 280 |
|
|
2014
Q1 | $278K | Hold |
9,590
| – | – | 0.01% | 295 |
|
|
2013
Q4 | $276K | Sell |
9,590
-7,567
| -44% | -$218K | 0.01% | 286 |
|
|
2013
Q3 | $442K | Buy |
17,157
+813
| +5% | +$20.9K | 0.01% | 266 |
|
|
2013
Q2 | $379K | Buy |
+16,344
| New | +$379K | 0.01% | 256 |
|