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Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

CSX holding history

CSX Corp in every 13F filed by Selective Wealth Management, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CSX overviewAll 13F holders of CSXFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of CSX by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−6,809−100.0%Sold outHolders
Q3 20246,809$230.6K0.1%00.0%UnchangedHolders
Q2 20246,809$221.2K0.1%−901−11.7%ReducedHolders
Q1 20247,710$273.0K0.1%00.0%UnchangedHolders
Q4 20237,710$267.7K0.1%−657−7.9%ReducedHolders
Q3 20238,367$258.1K0.1%−219−2.6%ReducedHolders
Q2 20238,586$288.6K0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20228,366$267.8K0.1%+170+2.1%AddedHolders
Q3 20228,196$218.0K0.1%−600−6.8%ReducedHolders
Q2 20228,796$256.0K0.1%−1,350−13.3%ReducedHolders
Q1 202210,146$380.0K0.1%00.0%UnchangedHolders
Q4 202110,146$382.0K0.2%−3,000−22.8%ReducedHolders
Q3 202113,146$391.0K0.2%+4,350+49.5%AddedHolders
Q2 20218,796$282.0K0.2%+306+3.6%AddedConverted for a 3-for-1 splitHolders
Q1 20212,830$273.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.