Heritage Wealth Management, Inc. CANADIAN PACIFIC KANSAS CITY (CANADA) Transaction History

Heritage Wealth Management, Inc.

  • $341 Billion
  • Q3 2025
Number of Shares
5,778
Previous 6,066 4.75%
Holding current value
$430 Million
Previous $481 Million 10.49%
% of portfolio
0.13%
Previous 0.16%

Shares

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

Nov 04, 2025
SELL
N/A
-288 Reduced 4.75%
5,778 $430 Million
Q2 2025

Aug 14, 2025
SELL
N/A
-578 Reduced 8.7%
6,066 $481 Million
Q1 2025

Apr 29, 2025
SELL
N/A
-864 Reduced 11.51%
6,644 $466 Million
Q3 2024

Oct 31, 2024
SELL
N/A
-115 Reduced 1.51%
7,508 $642 Million
Q2 2024

Sep 09, 2024
BUY
N/A
7,623 New
7,623 $612 Million
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