Wespac Advisors So Cal, LLC Kansas City Southern Transaction History

Wespac Advisors So Cal, LLC

$426 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 30, 2021	SELL	N/A	-8,196 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	N/A	245 Added 3.08%	8,196 $1.67 Million
Q3 2020 Oct 23, 2020	BUY	N/A	871 Added 12.3%	7,951 $1.48 Million
Q2 2020 Jul 17, 2020	BUY	N/A	995 Added 16.35%	7,080 $1.02 Million
Q1 2020 Apr 30, 2020	SELL	N/A	-776 Reduced 11.31%	6,085 $848,000
Q4 2019 Feb 13, 2020	SELL	N/A	-749 Reduced 9.84%	6,861 $1.05 Million
Q3 2019 Oct 17, 2019	SELL	N/A	-475 Reduced 5.88%	7,610 $1.01 Million
Q2 2019 Jul 30, 2019	BUY	N/A	1,410 Added 21.12%	8,085 $984,000
Q1 2019 May 02, 2019	SELL	N/A	-400 Reduced 5.65%	6,675 $774,000
Q4 2018 Feb 07, 2019	SELL	N/A	-350 Reduced 4.71%	7,075 $0
Q3 2018 Oct 22, 2018	BUY	N/A	550 Added 8.0%	7,425 $841,000
Q2 2018 Aug 03, 2018	SELL	N/A	-125 Reduced 1.79%	6,875 $728,000
Q1 2018 Apr 16, 2018	BUY	N/A	875 Added 14.29%	7,000 $768,000
Q4 2017 Feb 13, 2018	BUY	N/A	1,250 Added 25.64%	6,125 $644,000
Q3 2017 Nov 03, 2017	SELL	N/A	-100 Reduced 2.01%	4,875 $529,000
Q2 2017 Aug 11, 2017	BUY	N/A	4,975	4,975 $520,000

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

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