Ep Wealth Advisors, LLC Csx Corp Transaction History

Ep Wealth Advisors, LLC

$8.44 Billion
Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Csx Corp stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 46,583 shares of CSX stock, worth $1.57 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

46,583

Previous 51,657 9.82%

Holding current value

$1.57 Million

Previous $1.79 Million 3.58%

% of portfolio

0.02%

Previous 0.02%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$34.39 - $38.38 $174,494 - $194,740	-5,074 Reduced 9.82%	46,583 $1.73 Million
Q4 2023 Feb 28, 2024	BUY	$29.24 - $34.95 $3,596 - $4,298	123 Added 0.24%	51,657 $1.79 Million
Q3 2023 Nov 22, 2023	BUY	$29.49 - $34.34 $1.22 Million - $1.43 Million	41,524 Added 414.83%	51,534 $1.58 Million
Q2 2023 Aug 14, 2023	SELL	$29.29 - $34.1 $30.3 Million - $35.3 Million	-1,035,416 Reduced 99.04%	10,010 $341,000
Q1 2023 Jun 05, 2023	BUY	$28.08 - $32.64 $28.2 Million - $32.7 Million	1,003,030 Added 2365.86%	1,045,426 $31.3 Million

Q4 2022 Jun 12, 2023	SELL	$26.51 - $32.74 $26.6 Million - $32.9 Million	-1,005,215 Reduced 96.15%	40,211 $1.25 Million
Q3 2022 Dec 02, 2022	SELL	$26.64 - $34.48 $2,797 - $3,620	-105 Reduced 0.25%	42,396 $1.13 Million
Q2 2022 Aug 11, 2022	BUY	$28.71 - $36.3 $299,818 - $379,080	10,443 Added 32.58%	42,501 $1.24 Million
Q1 2022 May 20, 2022	SELL	$33.34 - $37.8 $104,554 - $118,540	-3,136 Reduced 8.91%	32,058 $1.2 Million
Q4 2021 Feb 17, 2022	BUY	$30.34 - $37.6 $68,082 - $84,374	2,244 Added 6.81%	35,194 $1.32 Million
Q3 2021 Nov 23, 2021	BUY	$29.71 - $34.13 $63,965 - $73,481	2,153 Added 6.99%	32,950 $980,000
Q3 2021 Nov 16, 2021	SELL	$29.71 - $34.13 $685,112 - $787,037	-23,060 Reduced 42.82%	30,797 $980,000
Q2 2021 Aug 24, 2021	BUY	$31.55 - $34.39 $1.06 Million - $1.15 Million	33,440 Added 163.79%	53,857 $1.73 Million
Q1 2021 May 17, 2021	BUY	$27.96 - $32.55 $493,521 - $574,540	17,651 Added 638.14%	20,417 $1.97 Million
Q4 2020 Feb 18, 2021	BUY	$25.31 - $31.0 $70,007 - $85,746	2,766 New	2,766 $251,000
Q1 2020 May 18, 2020	SELL	$15.89 - $26.82 $46,923 - $79,199	-2,953 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$21.95 - $24.69 $17,516 - $19,702	-798 Reduced 21.27%	2,953 $214,000
Q3 2019 Nov 18, 2019	BUY	$21.47 - $26.52 $6,183 - $7,637	288 Added 8.32%	3,751 $260,000
Q2 2019 Aug 27, 2019	BUY	$24.65 - $26.84 $85,362 - $92,946	3,463 New	3,463 $268,000

Others Institutions Holding CSX

# of Institutions

1,828

Shares Held

1.4B

Call Options Held

4.36M

Put Options Held

4.77M

View Full List

About CSX CORP

Ticker CSX
Exchange NASDAQ
Sector Industrials
Industry Railroads
Shares Outstandng 2,102,409,984
Market Cap $71B
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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Ep Wealth Advisors, LLC Csx Corp Transaction History