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KCS Wealth Advisory

SEC CIK
0001697719
Latest filing
Nov 3, 2023

UNP holding history

Union Pacific Corp in every 13F filed by KCS Wealth Advisory, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNP overviewAll 13F holders of UNPFull Q3 2023 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of UNP by KCS Wealth Advisory, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−951−100.0%Sold outHolders
Q1 2022951$260.0K0.1%−865−47.6%ReducedHolders
Q4 20211,816$458.0K0.2%+420+30.1%AddedHolders
Q3 20211,396$274.0K0.1%−27−1.9%ReducedHolders
Q2 20211,423$313.0K0.1%−1,701−54.4%ReducedHolders
Q1 20213,124$689.0K0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.