WJWM
Williams Jones Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
58,242
-165
| -0.3% | -$5.38K | 0.02% | 194 |
|
|
2025
Q1 | $1.72M | Sell |
58,407
-381
| -0.6% | -$11.2K | 0.02% | 193 |
|
|
2024
Q4 | $1.9M | Hold |
58,788
| – | – | 0.02% | 194 |
|
|
2024
Q3 | $2.03M | Sell |
58,788
-53
| -0.1% | -$1.83K | 0.02% | 196 |
|
|
2024
Q2 | $1.97M | Sell |
58,841
-9,951
| -14% | -$333K | 0.02% | 192 |
|
|
2024
Q1 | $2.55M | Sell |
68,792
-1,824
| -3% | -$67.6K | 0.03% | 172 |
|
|
2023
Q4 | $2.45M | Buy |
70,616
+1,800
| +3% | +$62.4K | 0.03% | 178 |
|
|
2023
Q3 | $2.12M | Buy |
68,816
+1,410
| +2% | +$43.4K | 0.03% | 187 |
|
|
2023
Q2 | $2.3M | Sell |
67,406
-228
| -0.3% | -$7.78K | 0.03% | 186 |
|
|
2023
Q1 | $2.02M | Sell |
67,634
-2,325
| -3% | -$69.6K | 0.03% | 206 |
|
|
2022
Q4 | $2.17M | Buy |
69,959
+189
| +0.3% | +$5.86K | 0.04% | 195 |
|
|
2022
Q3 | $1.86M | Buy |
69,770
+384
| +0.6% | +$10.2K | 0.03% | 209 |
|
|
2022
Q2 | $2.02M | Sell |
69,386
-361
| -0.5% | -$10.5K | 0.03% | 208 |
|
|
2022
Q1 | $2.61M | Sell |
69,747
-4,800
| -6% | -$180K | 0.04% | 182 |
|
|
2021
Q4 | $2.8M | Hold |
74,547
| – | – | 0.04% | 174 |
|
|
2021
Q3 | $2.22M | Sell |
74,547
-21,609
| -22% | -$643K | 0.03% | 189 |
|
|
2021
Q2 | $3.09M | Buy |
96,156
+63,389
| +193% | +$2.03M | 0.04% | 170 |
|
|
2021
Q1 | $3.16M | Sell |
32,767
-186
| -0.6% | -$17.9K | 0.05% | 163 |
|
|
2020
Q4 | $2.99M | Buy |
32,953
+66
| +0.2% | +$5.99K | 0.05% | 155 |
|
|
2020
Q3 | $2.55M | Sell |
32,887
-72
| -0.2% | -$5.59K | 0.05% | 151 |
|
|
2020
Q2 | $2.3M | Sell |
32,959
-75
| -0.2% | -$5.23K | 0.05% | 151 |
|
|
2020
Q1 | $1.89M | Buy |
33,034
+1,200
| +4% | +$68.8K | 0.05% | 142 |
|
|
2019
Q4 | $2.3M | Buy |
31,834
+5,700
| +22% | +$413K | 0.04% | 157 |
|
|
2019
Q3 | $1.81M | Buy |
+26,134
| New | +$1.81M | 0.04% | 163 |
|