WR Wealth Planners’s Norfolk Southern NSC Stock Holding History

WR Wealth Planners’s Portfolio NSC Stock Details NSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$163K	Sell	694 -19	-3%	-$4.83K	0.05%	176
2024 Q3	$177K	Sell	713 -79	-10%	-$18.9K	0.05%	203
2024 Q2	$170K	Sell	792 -132	-14%	-$30.6K	0.05%	191
2024 Q1	$236K	Buy	+924	New	+$229K	0.07%	154
2023 Q4	–	Sell	-656	Closed	-$129K	–	622
2023 Q3	$129K	Hold	656	–	–	0.05%	211
2023 Q2	$149K	Buy	656 +6	+0.9%	+$1.27K	0.06%	201
2023 Q1	$138K	Buy	650 +640	+6,400%	+$148K	0.06%	195
2022 Q4	$2.46K	Hold	10	–	–	﹤0.01%	383
2022 Q3	$2.1K	Hold	10	–	–	﹤0.01%	386
2022 Q2	$2.27K	Hold	10	–	–	﹤0.01%	411
2022 Q1	$2.85K	Buy	+10	New	+$2.75K	﹤0.01%	405

Other funds holding NSC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

WR Wealth Planners's NSC Position: Q4 2024 in Review

WR Wealth Planners reduced its Norfolk Southern (NSC) stake by 2.7% in Q4 2024, selling an estimated $4.83K and leaving 694 shares worth $163K. The position accounts for 0.05% of the portfolio, ranked #176.

WR Wealth Planners first reported a position in NSC in Q1 2022 and has held it in 11 quarters since. The position peaked at $236K in Q1 2024. 1,684 funds tracked by Wall St. Rank hold NSC as of Q4 2024.

WR Wealth Planners held 694 shares of Norfolk Southern worth $163K as of Q4 2024.
WR Wealth Planners sold 19 Norfolk Southern shares in Q4 2024, an estimated $4.83K.
Norfolk Southern made up 0.05% of WR Wealth Planners's portfolio in Q4 2024, its #176 holding.
WR Wealth Planners first reported a position in Norfolk Southern in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Norfolk Southern position peaked at $236K in Q1 2024.
1,684 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.