Warren Averett Asset Management, LLC CANADIAN PACIFIC KANSAS CITY Transaction History

Warren Averett Asset Management, LLC

  • $7.99 Billion
  • Q1 2025
Number of Shares
10,804
Previous 10,534 2.56%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
N/A
270 Added 2.56%
10,804 $0
Q4 2024

Feb 14, 2025
BUY
N/A
4,938 Added 88.24%
10,534 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-1,893 Reduced 25.28%
5,596 $0
Q2 2024

Aug 14, 2024
BUY
N/A
1,685 Added 29.03%
7,489 $0
Q1 2024

May 15, 2024
BUY
N/A
5,804 New
5,804 $0
Track This Portfolio

Track Warren Averett Asset Management, LLC Portfolio

Follow Warren Averett Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email