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

Heritage Wealth Management, Inc.

  • $309 Billion
  • Q2 2025
Number of Shares
6,066
Previous 6,644 8.7%
Holding current value
$481 Million
Previous $466 Million 3.08%
% of portfolio
0.16%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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