CSX Corporation shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of CSX Corporation (CSX) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in CSX Corporation
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Quarterly reported holdings in CSX Corporation by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $458k | 13k | 35.51 |
| 2025-06-30 | $419k | 13k | 32.63 |
| 2025-03-31 | $756k | 26k | 29.43 |
| 2024-12-31 | $829k | 26k | 32.27 |
| 2024-09-30 | $887k | 26k | 34.53 |
| 2021-06-30 | $16k | 489 | 32.72 |
| 2021-03-31 | $16k | 163 | 98.16 |
| 2020-12-31 | $15k | 163 | 92.02 |
| 2020-09-30 | $13k | 163 | 79.75 |
| 2020-06-30 | $11k | 163 | 67.48 |
| 2020-03-31 | $9.0k | 163 | 55.21 |
| 2019-12-31 | $12k | 163 | 73.62 |
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