Bergan Kdv Wealth Management, LLC Csx Corp Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Csx Corp stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 2,568 shares of CSX stock, worth $88,647. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,568

Previous 2,646 2.95%

Holding current value

$88,647

Previous $79,000 10.13%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$29.29 - $34.1 $2,284 - $2,659	-78 Reduced 2.95%	2,568 $87,000
Q4 2022 Jan 31, 2023	BUY	$26.51 - $32.74 $371 - $458	14 Added 0.53%	2,646 $81,000
Q3 2022 Oct 24, 2022	SELL	$26.64 - $34.48 $1,198 - $1,551	-45 Reduced 1.68%	2,632 $70,000
Q2 2022 Jul 13, 2022	BUY	$28.71 - $36.3 $49,467 - $62,544	1,723 Added 180.61%	2,677 $78,000
Q1 2022 May 09, 2022	SELL	$33.34 - $37.8 $57,444 - $65,129	-1,723 Reduced 64.36%	954 $36,000
Q2 2021 Aug 10, 2021	BUY	$31.55 - $34.39 $56,316 - $61,386	1,785 Added 200.11%	2,677 $86,000
Q1 2021 May 11, 2021	SELL	$27.96 - $32.55 $17,810 - $20,734	-637 Reduced 41.66%	892 $86,000
Q4 2020 Feb 04, 2021	BUY	$25.31 - $31.0 $379 - $465	15 Added 0.99%	1,529 $139,000
Q3 2020 Nov 05, 2020	BUY	$22.51 - $26.76 $45 - $53	2 Added 0.13%	1,514 $118,000
Q2 2020 Aug 13, 2020	BUY	$18.28 - $25.03 $4,167 - $5,706	228 Added 17.76%	1,512 $105,000
Q1 2020 Apr 24, 2020	BUY	$15.89 - $26.82 $1,048 - $1,770	66 Added 5.42%	1,284 $74,000
Q4 2019 Feb 10, 2020	BUY	$21.95 - $24.69 $592 - $666	27 Added 2.27%	1,218 $88,000
Q3 2019 Nov 08, 2019	SELL	$21.47 - $26.52 $536 - $663	-25 Reduced 2.06%	1,191 $82,000
Q2 2019 Aug 12, 2019	BUY	$24.65 - $26.84 $714 - $778	29 Added 2.44%	1,216 $94,000
Q1 2019 May 09, 2019	BUY	$20.33 - $24.94 $40 - $49	2 Added 0.17%	1,187 $89,000
Q4 2018 Feb 01, 2019	BUY	$19.59 - $25.01 $19 - $25	1 Added 0.08%	1,185 $74,000
Q3 2018 Nov 09, 2018	BUY	$21.28 - $25.17 $42 - $50	2 Added 0.17%	1,184 $88,000
Q2 2018 Jul 23, 2018	BUY	$18.12 - $22.43 $21,417 - $26,512	1,182 New	1,182 $75,000

Others Institutions Holding CSX

# of Institutions

1,821

Shares Held

1.42B

Call Options Held

4.76M

Put Options Held

4.83M

View Full List

About CSX CORP

Ticker CSX
Exchange NASDAQ
Sector Industrials
Industry Railroads
Shares Outstandng 2,102,409,984
Market Cap $72.6B
Description
CSX Corporation, together with its subsidiaries, provides rail-based freight transportation services. The company offers rail services; and transportation of intermodal containers and trailers, as well as other transportation services, such as rail-to-truck transfers and bulk commodity operations. It transports chemicals, agricultural and food p...

More about CSX

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Bergan Kdv Wealth Management, LLC Csx Corp Transaction History