Whalen Wealth Management Inc. CANADIAN PACIFIC KANSAS CITY Transaction History

Whalen Wealth Management Inc.

  • $150 Billion
  • Q1 2025
Number of Shares
11,449
Previous 8,066 41.94%
Holding current value
$804 Million
Previous $584 Million 37.71%
% of portfolio
0.54%
Previous 0.4%

Shares

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

Apr 22, 2025
BUY
N/A
3,383 Added 41.94%
11,449 $804 Million
Q4 2024

Jan 17, 2025
BUY
N/A
2,368 Added 41.56%
8,066 $584 Million
Q3 2024

Nov 07, 2024
BUY
N/A
5,698 New
5,698 $487 Million
Q1 2024

Apr 24, 2024
SELL
N/A
-413 Reduced 5.27%
7,420 $654 Million
Q4 2023

Feb 13, 2024
BUY
N/A
7,833 New
7,833 $619 Million
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