Glassman Wealth Services Kansas City Southern Transaction History

Glassman Wealth Services

$585 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	N/A	-50 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	N/A	3 Added 6.38%	50 $14,000
Q2 2021 Aug 04, 2021	BUY	N/A	8 Added 20.51%	47 $13,000
Q1 2021 May 05, 2021	SELL	N/A	-4 Reduced 9.3%	39 $10,000
Q3 2020 Nov 09, 2020	BUY	N/A	5 Added 13.16%	43 $8,000
Q2 2020 Aug 06, 2020	BUY	N/A	6 Added 18.75%	38 $6,000
Q1 2020 May 12, 2020	SELL	N/A	-12 Reduced 27.27%	32 $4,000
Q4 2019 Feb 07, 2020	BUY	N/A	4 Added 10.0%	44 $7,000
Q2 2019 Aug 08, 2019	BUY	N/A	2 Added 5.26%	40 $5,000
Q1 2019 May 10, 2019	BUY	N/A	9 Added 31.03%	38 $4,000
Q3 2018 Nov 13, 2018	SELL	N/A	-7 Reduced 19.44%	29 $3,000
Q2 2018 Aug 09, 2018	SELL	N/A	-7 Reduced 16.28%	36 $4,000
Q1 2018 May 01, 2018	SELL	N/A	-7 Reduced 14.0%	43 $5,000
Q4 2017 Feb 06, 2018	BUY	N/A	29 Added 138.1%	50 $5,000
Q3 2017 Nov 13, 2017	BUY	N/A	10 Added 90.91%	21 $2,000
Q2 2017 Aug 09, 2017	BUY	N/A	11	11 $1,000

Others Institutions Holding KSU

# of Institutions

2

Shares Held

3.13K

Call Options Held

0

Put Options Held

0

Independent Solutions Wealth Management, LLC Williamsville, NY

3.13K
Shares

$0
0.21% of portfolio
Huntington National Bank Columbus, OH

1
Shares

$0
0.0% of portfolio

About Kansas City Southern

Ticker KSU
Sector Industrials
Industry Railroads
Shares Outstandng 90,933,696
Market Cap $26.7B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Glassman Wealth Services, based on Form 13F filings with the SEC.

News

Stay updated on Glassman Wealth Services with notifications on news.