CSX CSX Corp

Ownership history in Widmann Financial Services, Inc.  ·  8 quarters on record

This page tracks every 13F SEC filing in which Widmann Financial Services, Inc. reported a position in CSX Corp (CSX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.78% (2022 Q1)
Avg. % of fund
1.41%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 5,775 -400 -6.5% 0.13% $205K $35.26
2024 Q2 REDUCED 6,175 -180 -2.8% 0.17% $207K $32.59
2024 Q1 UNCHANGED 6,355 0% 0.20% $236K $35.99
2023 Q4 REDUCED 6,355 -38,800 -85.9% 0.20% $220K $33.55
2022 Q3 REDUCED 45,155 -29,233 -39.3% 1.33% $1.2M $25.34
2022 Q2 REDUCED 74,388 -130,000 -63.6% 2.24% $2.2M $27.55
2022 Q1 ADDED 204,388 +197,033 +2678.9% 6.78% $7.7M $35.40
2021 Q4 INITIATED 7,355 0.23% $276K $35.43
% of Fund (quarterly)    CSX price (monthly, adj. close)
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