WMS Partners’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $721K | Sell |
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|
2024
Q3 | $773K | Buy |
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|
2024
Q2 | $674K | Buy |
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|
2024
Q1 | $742K | Sell |
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|
2023
Q4 | $704K | Sell |
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|
2023
Q3 | $720K | Sell |
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|
2023
Q2 | $803K | Buy |
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|
2023
Q1 | $704K | Sell |
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|
2022
Q4 | $762K | Sell |
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|
2022
Q3 | $664K | Buy |
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|
2022
Q2 | $643K | Buy |
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|
2022
Q1 | $827K | Buy |
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|
2021
Q4 | $830K | Sell |
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|
2021
Q3 | $977K | Buy |
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|
2021
Q2 | $1.05M | Sell |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $1M | Buy |
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|
2020
Q3 | $858K | Buy |
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|
2020
Q2 | $770K | Sell |
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|
2020
Q1 | $640K | Buy |
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|
2019
Q4 | $807K | Sell |
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|
2019
Q3 | $789K | Buy |
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|
2019
Q2 | $881K | Buy |
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|
2019
Q1 | $792K | Buy |
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|
2018
Q4 | $657K | Buy |
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|
2018
Q3 | $775K | Buy |
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|
2018
Q2 | $531K | Sell |
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|
2018
Q1 | $467K | Buy |
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|
2017
Q4 | $414K | Hold |
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|
2017
Q3 | $408K | Buy |
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|
2017
Q2 | $375K | Buy |
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|
2017
Q1 | $274K | Hold |
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|
2016
Q4 | $211K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $215K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $269K | Hold |
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|
2014
Q2 | $258K | Buy |
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|
2014
Q1 | $233K | Hold |
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|
2013
Q4 | $232K | Hold |
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|
2013
Q3 | $208K | Buy |
|