Diversify Wealth Management, LLC CANADIAN PACIFIC KANSAS CITY Transaction History

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024
Number of Shares
4,130
Previous 4,691 11.96%
Holding current value
$308 Million
Previous $370 Million 16.58%
% of portfolio
0.02%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
N/A
-561 Reduced 11.96%
4,130 $308 Million
Q3 2024

Oct 25, 2024
SELL
N/A
-176 Reduced 3.62%
4,691 $370 Million
Q2 2024

Aug 08, 2024
BUY
N/A
4,867 New
4,867 $375 Million
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