One Ascent Financial Services LLC CANADIAN PACIFIC KANSAS CITY Transaction History

One Ascent Financial Services LLC

  • $1.18 Billion
  • Q4 2024
Number of Shares
3,745
Previous 3,578 4.67%
Holding current value
$271,000
Previous $307,000 11.73%
% of portfolio
0.02%
Previous 0.22%

Shares

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

Feb 12, 2025
BUY
N/A
167 Added 4.67%
3,745 $271,000
Q3 2024

Nov 07, 2024
BUY
N/A
122 Added 3.53%
3,578 $307,000
Q2 2024

Jul 17, 2024
SELL
N/A
-444 Reduced 11.38%
3,456 $272,000
Q1 2024

Apr 16, 2024
BUY
N/A
1,167 Added 42.7%
3,900 $344,000
Q4 2023

Jan 11, 2024
BUY
N/A
2,733 New
2,733 $216,000
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