WMG Financial Advisors’s Norfolk Southern NSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
+816
| New | +$209K | 0.08% | 176 |
|
|
2025
Q1 | – | Sell |
-997
| Closed | -$234K | – | 180 |
|
|
2024
Q4 | $234K | Buy |
997
+73
| +8% | +$17.1K | 0.1% | 144 |
|
|
2024
Q3 | $230K | Buy |
+924
| New | +$230K | 0.1% | 149 |
|
|
2024
Q2 | – | Sell |
-929
| Closed | -$237K | – | 165 |
|
|
2024
Q1 | $237K | Buy |
929
+41
| +5% | +$10.5K | 0.14% | 120 |
|
|
2023
Q4 | $210K | Buy |
+888
| New | +$210K | 0.14% | 113 |
|
|
2023
Q1 | – | Sell |
-1,436
| Closed | -$354K | – | 137 |
|
|
2022
Q4 | $354K | Buy |
1,436
+20
| +1% | +$4.93K | 0.3% | 74 |
|
|
2022
Q3 | $298K | Hold |
1,416
| – | – | 0.27% | 79 |
|
|
2022
Q2 | $322K | Hold |
1,416
| – | – | 0.28% | 79 |
|
|
2022
Q1 | $403K | Hold |
1,416
| – | – | 0.3% | 83 |
|
|
2021
Q4 | $422K | Buy |
+1,416
| New | +$422K | 0.33% | 79 |
|