Wealthspire Advisors, LLC Csx Corp Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Csx Corp stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 26,927 shares of CSX stock, worth $855,740. This represents 0.01% of its overall portfolio holdings.

Number of Shares

26,927

Previous 30,797 12.57%

Holding current value

$855,740

Previous $1.03 Million 9.81%

% of portfolio

0.01%

Previous 0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$32.48 - $35.45 $125,697 - $137,191	-3,870 Reduced 12.57%	26,927 $929,000
Q2 2024 Aug 08, 2024	BUY	$32.18 - $36.78 $4,923 - $5,627	153 Added 0.5%	30,797 $1.03 Million
Q1 2024 May 06, 2024	SELL	$34.39 - $38.38 $22,800 - $25,445	-663 Reduced 2.12%	30,644 $1.14 Million
Q4 2023 Feb 06, 2024	SELL	$29.24 - $34.95 $6,491 - $7,758	-222 Reduced 0.7%	31,307 $1.09 Million
Q3 2023 Nov 06, 2023	BUY	$29.49 - $34.34 $6,163 - $7,177	209 Added 0.67%	31,529 $969,000
Q2 2023 Jul 31, 2023	BUY	$29.29 - $34.1 $1,464 - $1,705	50 Added 0.16%	31,320 $1.07 Million
Q1 2023 May 09, 2023	SELL	$28.08 - $32.64 $171,203 - $199,006	-6,097 Reduced 16.32%	31,270 $936,000
Q4 2022 Feb 13, 2023	BUY	$26.51 - $32.74 $158,953 - $196,309	5,996 Added 19.11%	37,367 $1.16 Million
Q3 2022 Nov 14, 2022	BUY	$26.64 - $34.48 $162,956 - $210,914	6,117 Added 24.22%	31,371 $836,000
Q2 2022 Aug 09, 2022	BUY	$28.71 - $36.3 $154,603 - $195,475	5,385 Added 27.1%	25,254 $734,000
Q1 2022 May 09, 2022	SELL	$33.34 - $37.8 $468,793 - $531,505	-14,061 Reduced 41.44%	19,869 $744,000
Q4 2021 Feb 14, 2022	BUY	$30.34 - $37.6 $122,452 - $151,753	4,036 Added 13.5%	33,930 $1.28 Million
Q3 2021 Nov 15, 2021	BUY	$29.71 - $34.13 $888,150 - $1.02 Million	29,894 New	29,894 $889,000
Q2 2021 Aug 13, 2021	SELL	$31.55 - $34.39 $460,882 - $502,369	-14,608 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$27.96 - $32.55 $208,050 - $242,204	7,441 Added 103.82%	14,608 $1.41 Million
Q4 2020 Feb 16, 2021	BUY	$25.31 - $31.0 $56,365 - $69,037	2,227 Added 45.08%	7,167 $650,000
Q3 2020 Nov 16, 2020	BUY	$22.51 - $26.76 $13,573 - $16,136	603 Added 13.9%	4,940 $384,000
Q2 2020 Aug 14, 2020	SELL	$18.28 - $25.03 $62,992 - $86,253	-3,446 Reduced 44.28%	4,337 $302,000
Q1 2020 May 12, 2020	BUY	$15.89 - $26.82 $77,590 - $130,962	4,883 Added 168.38%	7,783 $446,000
Q4 2019 Feb 14, 2020	BUY	$21.95 - $24.69 $63,655 - $71,601	2,900 New	2,900 $210,000
Q1 2019 May 08, 2019	SELL	$20.33 - $24.94 $16,995 - $20,849	-836 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$19.59 - $25.01 $16,377 - $20,908	836 New	836 $52,000

Others Institutions Holding CSX

# of Institutions

1,847

Shares Held

1.39B

Call Options Held

9.64M

Put Options Held

4.89M

View Full List

About CSX CORP

Ticker CSX
Exchange NASDAQ
Sector Industrials
Industry Railroads
Shares Outstandng 2,102,409,984
Market Cap $66.8B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

Wealthspire Advisors, LLC Csx Corp Transaction History