ML & R Wealth Management LLC
- SEC CIK
- 0001903320
- Latest filing
- May 14, 2024
CSX holding history
CSX Corp in every 13F filed by ML & R Wealth Management 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 Q1 2024 holdings
- Shares (Q4 2022)
- 0
- Sold out in Q4 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2022 | 0 | $0 | 0.0% | −20,184−100.0% | Sold out | Holders |
| Q3 2022 | 20,184 | $538.0K | 0.2% | +44+0.2% | Added | Holders |
| Q2 2022 | 20,140 | $585.0K | 0.3% | −44−0.2% | Reduced | Holders |
| Q1 2022 | 20,184 | $756.0K | 0.3% | +105+0.5% | Added | Holders |
| Q4 2021 | 20,079 | $755.0K | 0.3% | – | No prior filing | Holders |