Williams Jones Wealth Management’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,760
| Closed | -$747K | – | 530 |
|
|
2021
Q3 | $747K | Sell |
2,760
-17,725
| -87% | -$4.8M | 0.01% | 278 |
|
|
2021
Q2 | $5.81M | Sell |
20,485
-671
| -3% | -$190K | 0.08% | 138 |
|
|
2021
Q1 | $5.58M | Buy |
21,156
+151
| +0.7% | +$39.8K | 0.09% | 134 |
|
|
2020
Q4 | $4.29M | Buy |
21,005
+860
| +4% | +$176K | 0.07% | 136 |
|
|
2020
Q3 | $3.64M | Buy |
20,145
+17,335
| +617% | +$3.13M | 0.07% | 136 |
|
|
2020
Q2 | $420K | Sell |
2,810
-98
| -3% | -$14.6K | 0.01% | 278 |
|
|
2020
Q1 | $370K | Buy |
2,908
+700
| +32% | +$89.1K | 0.01% | 263 |
|
|
2019
Q4 | $338K | Hold |
2,208
| – | – | 0.01% | 336 |
|
|
2019
Q3 | $294K | Buy |
+2,208
| New | +$294K | 0.01% | 343 |
|