Whalen Wealth Management Inc. CANADIAN PACIFIC KANSAS CITY Transaction History

Whalen Wealth Management Inc.

  • $171 Billion
  • Q3 2025
Number of Shares
17,018
Previous 4,970 242.41%
Holding current value
$1.27 Billion
Previous $394 Million 221.77%
% of portfolio
0.74%
Previous 0.25%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
N/A
12,048 Added 242.41%
17,018 $1.27 Billion
Q2 2025

Aug 04, 2025
SELL
N/A
-6,479 Reduced 56.59%
4,970 $394 Million
Q1 2025

Apr 22, 2025
BUY
N/A
3,383 Added 41.94%
11,449 $804 Million
Q4 2024

Jan 17, 2025
BUY
N/A
2,368 Added 41.56%
8,066 $584 Million
Q3 2024

Nov 07, 2024
BUY
N/A
5,698 New
5,698 $487 Million
Q1 2024

Apr 24, 2024
SELL
N/A
-413 Reduced 5.27%
7,420 $654 Million
Q4 2023

Feb 13, 2024
BUY
N/A
7,833 New
7,833 $619 Million
Track This Portfolio

Track Whalen Wealth Management Inc. Portfolio

Follow Whalen Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Whalen Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email