Institute For Wealth Management, Llc. Csx Corp Transaction History

Institute For Wealth Management, Llc.

$766 Million
Q1 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Csx Corp stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 72,444 shares of CSX stock, worth $2.45 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

72,444

Previous 72,472 0.04%

Holding current value

$2.45 Million

Previous $2.51 Million 6.89%

% of portfolio

0.35%

Previous 0.41%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$34.39 - $38.38 $962 - $1,074	-28 Reduced 0.04%	72,444 $2.69 Million
Q4 2023 Jan 31, 2024	SELL	$29.24 - $34.95 $14,181 - $16,950	-485 Reduced 0.66%	72,472 $2.51 Million
Q3 2023 Oct 13, 2023	SELL	$29.49 - $34.34 $4,570 - $5,322	-155 Reduced 0.21%	72,957 $2.24 Million
Q2 2023 Jul 25, 2023	SELL	$29.29 - $34.1 $1,171 - $1,364	-40 Reduced 0.05%	73,112 $2.49 Million
Q1 2023 Apr 20, 2023	SELL	$28.08 - $32.64 $4,857 - $5,646	-173 Reduced 0.24%	73,152 $2.19 Million

Q4 2022 Feb 02, 2023	SELL	$26.51 - $32.74 $6,680 - $8,250	-252 Reduced 0.34%	73,325 $2.27 Million
Q3 2022 Oct 18, 2022	SELL	$26.64 - $34.48 $133 - $172	-5 Reduced 0.01%	73,577 $1.96 Million
Q2 2022 Jul 25, 2022	SELL	$28.71 - $36.3 $18,431 - $23,304	-642 Reduced 0.86%	73,582 $2.14 Million
Q1 2022 Apr 29, 2022	BUY	$33.34 - $37.8 $933 - $1,058	28 Added 0.04%	74,224 $2.78 Million
Q4 2021 Jan 21, 2022	SELL	$30.34 - $37.6 $2,760 - $3,421	-91 Reduced 0.12%	74,196 $2.79 Million
Q3 2021 Nov 15, 2021	SELL	$29.71 - $34.13 $4,872 - $5,597	-164 Reduced 0.22%	74,287 $2.21 Million
Q2 2021 Jul 21, 2021	BUY	$31.55 - $34.39 $1.55 Million - $1.69 Million	49,095 Added 193.62%	74,451 $2.39 Million
Q1 2021 May 04, 2021	SELL	$27.96 - $32.55 $22,927 - $26,690	-820 Reduced 3.13%	25,356 $2.45 Million
Q4 2020 Feb 01, 2021	SELL	$25.31 - $31.0 $11,389 - $13,950	-450 Reduced 1.69%	26,176 $2.38 Million
Q3 2020 Nov 03, 2020	SELL	$22.51 - $26.76 $7,788 - $9,258	-346 Reduced 1.28%	26,626 $2.07 Million
Q2 2020 Jul 30, 2020	SELL	$18.28 - $25.03 $3,710 - $5,081	-203 Reduced 0.75%	26,972 $1.88 Million
Q1 2020 Apr 29, 2020	SELL	$15.89 - $26.82 $7,452 - $12,578	-469 Reduced 1.7%	27,175 $1.56 Million
Q4 2019 Feb 27, 2020	BUY	$21.95 - $24.69 $562,885 - $633,150	25,644 Added 1282.2%	27,644 $2 Million
Q4 2019 Jan 27, 2020	SELL	$21.95 - $24.69 $551,669 - $620,533	-25,133 Reduced 92.63%	2,000 $2 Million
Q3 2019 Oct 28, 2019	SELL	$21.47 - $26.52 $110,098 - $135,994	-5,128 Reduced 15.9%	27,133 $1.88 Million
Q2 2019 Aug 02, 2019	BUY	$24.65 - $26.84 $28,520 - $31,053	1,157 Added 3.72%	32,261 $2.5 Million
Q1 2019 May 15, 2019	BUY	$20.33 - $24.94 $632,344 - $775,733	31,104 New	31,104 $2.33 Million
Q4 2018 Feb 08, 2019	SELL	$19.59 - $25.01 $661,554 - $844,587	-33,770 Closed	0 $0
Q3 2018 Oct 29, 2018	SELL	$21.28 - $25.17 $56,498 - $66,826	-2,655 Reduced 7.29%	33,770 $2.5 Million
Q2 2018 Aug 10, 2018	BUY	$18.12 - $22.43 $4,149 - $5,136	229 Added 0.63%	36,425 $2.32 Million
Q1 2018 May 15, 2018	BUY	$16.82 - $19.75 $77,052 - $90,474	4,581 Added 14.49%	36,196 $2.16 Million
Q4 2017 Feb 12, 2018	SELL	$16.21 - $19.23 $60,609 - $71,900	-3,739 Reduced 10.58%	31,615 $1.73 Million
Q3 2017 Nov 14, 2017	SELL	$16.05 - $18.09 $3,145 - $3,545	-196 Reduced 0.55%	35,354 $1.92 Million
Q2 2017 Aug 14, 2017	BUY	N/A	35,550	35,550 $1.94 Million

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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Institute For Wealth Management, Llc. Csx Corp Transaction History