Congress Wealth Management LLC CANADIAN PACIFIC KANSAS CITY Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025
Number of Shares
46,894
Previous 42,875 9.37%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
BUY
N/A
4,019 Added 9.37%
46,894 $0
Q1 2025

May 14, 2025
SELL
N/A
-1,873 Reduced 4.19%
42,875 $0
Q4 2024

Feb 11, 2025
SELL
N/A
-6,114 Reduced 12.02%
44,748 $0
Q3 2024

Nov 12, 2024
BUY
N/A
7,928 Added 18.47%
50,862 $0
Q2 2024

Aug 13, 2024
SELL
N/A
-2,020 Reduced 4.49%
42,934 $0
Q1 2024

Apr 18, 2024
SELL
N/A
-8,693 Reduced 16.2%
44,954 $0
Q4 2023

Feb 09, 2024
SELL
N/A
-2,145 Reduced 3.84%
53,647 $0
Q3 2023

Oct 30, 2023
SELL
N/A
-2,476 Reduced 4.25%
55,792 $0
Q2 2023

Jul 13, 2023
BUY
N/A
58,268 New
58,268 $0
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