WH
Willner & Heller’s CSX Corp CSX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $320K | Buy |
9,807
+329
| +3% | +$10.7K | 0.27% | 111 |
|
2025
Q1 | $279K | Buy |
9,478
+789
| +9% | +$23.2K | 0.26% | 123 |
|
2024
Q4 | $280K | Buy |
8,689
+350
| +4% | +$11.3K | 0.25% | 123 |
|
2024
Q3 | $288K | Buy |
8,339
+627
| +8% | +$21.7K | 0.26% | 122 |
|
2024
Q2 | $258K | Buy |
7,712
+29
| +0.4% | +$970 | 0.25% | 125 |
|
2024
Q1 | $285K | Buy |
7,683
+25
| +0.3% | +$927 | 0.28% | 117 |
|
2023
Q4 | $266K | Buy |
+7,658
| New | +$266K | 0.3% | 112 |
|
2022
Q4 | $243K | Sell |
7,842
-26
| -0.3% | -$806 | 0.35% | 113 |
|
2022
Q3 | $210K | Sell |
7,868
-350
| -4% | -$9.34K | 0.34% | 111 |
|
2022
Q2 | $239K | Sell |
8,218
-151
| -2% | -$4.39K | 0.37% | 103 |
|
2022
Q1 | $315K | Buy |
8,369
+20
| +0.2% | +$753 | 0.39% | 95 |
|
2021
Q4 | $248K | Buy |
+8,349
| New | +$248K | 0.33% | 111 |
|