Independent Solutions Wealth Management, LLC CANADIAN PACIFIC KANSAS CITY Transaction History

Independent Solutions Wealth Management, LLC

  • $512 Billion
  • Q2 2025
Number of Shares
10,383
Previous 10,749 3.4%
Holding current value
$823 Million
Previous $755 Million 9.06%
% of portfolio
0.16%
Previous 0.17%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
N/A
-366 Reduced 3.4%
10,383 $823 Million
Q1 2025

Apr 23, 2025
SELL
N/A
-101 Reduced 0.93%
10,749 $755 Million
Q3 2024

Dec 19, 2024
SELL
N/A
-126 Reduced 1.15%
10,850 $928 Million
Q2 2024

Dec 19, 2024
SELL
N/A
-153 Reduced 1.37%
10,976 $864 Million
Q1 2024

Dec 19, 2024
SELL
N/A
-218 Reduced 1.92%
11,129 $981 Million
Q4 2023

Dec 19, 2024
SELL
N/A
-16 Reduced 0.14%
11,347 $897 Million
Q3 2023

Dec 19, 2024
SELL
N/A
-942 Reduced 7.66%
11,363 $846 Million
Q2 2023

Dec 19, 2024
BUY
N/A
12,305 New
12,305 $994 Million
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