True Wealth Design, LLC CANADIAN PACIFIC KANSAS CITY Transaction History

True Wealth Design, LLC

  • $284 Billion
  • Q2 2025
Number of Shares
33
Previous 27 22.22%
Holding current value
$2.62 Million
Previous $1.9 Million 37.97%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 06, 2025
BUY
N/A
6 Added 22.22%
33 $2.62 Million
Q1 2025

May 13, 2025
BUY
N/A
5 Added 22.73%
27 $1.9 Million
Q4 2024

Feb 14, 2025
BUY
N/A
2 Added 10.0%
22 $1.59 Million
Q2 2024

Aug 14, 2024
BUY
N/A
3 Added 17.65%
20 $1.58 Million
Q1 2024

May 14, 2024
BUY
N/A
7 Added 70.0%
17 $1.5 Million
Q2 2023

Aug 14, 2023
BUY
N/A
10 New
10 $808,000
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