Circle Wealth Management, LLC CANADIAN PACIFIC KANSAS CITY Transaction History

Circle Wealth Management, LLC

  • $4.59 Billion
  • Q2 2025
Number of Shares
15,596
Previous 12,695 22.85%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
N/A
2,901 Added 22.85%
15,596 $0
Q4 2024

Feb 14, 2025
BUY
N/A
2,692 Added 26.91%
12,695 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-966 Reduced 8.81%
10,003 $0
Q2 2024

Aug 13, 2024
BUY
N/A
130 Added 1.2%
10,969 $0
Q1 2024

May 14, 2024
BUY
N/A
848 Added 8.49%
10,839 $0
Q4 2023

Feb 14, 2024
BUY
N/A
1,138 Added 12.85%
9,991 $0
Q3 2023

Nov 14, 2023
BUY
N/A
256 Added 2.98%
8,853 $0
Q2 2023

Aug 11, 2023
BUY
N/A
8,597 New
8,597 $0
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