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Bernardo Wealth Planning LLC

SEC CIK
0001765595
Latest filing
Jul 27, 2026

CSX holding history

CSX Corp in every 13F filed by Bernardo Wealth Planning LLC, 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 (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q4 2021
Holdings of CSX by Bernardo Wealth Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−5,819−100.0%Sold outHolders
Q1 20245,819$215.7K0.1%+5,819NewHolders
Q2 20220$00.0%−5,348−100.0%Sold outHolders
Q1 20225,348$200.0K0.1%+9+0.2%AddedHolders
Q4 20215,339$200.0K0.1%+5,339NewHolders