GA
Geller Advisors’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $602K | Buy |
+8,299
| New | +$602K | 0.04% | 112 |
|
|
2024
Q3 | – | Sell |
-18,774
| Closed | -$1.48M | – | 265 |
|
|
2024
Q2 | $1.48M | Buy |
18,774
+1,883
| +11% | +$149K | 0.11% | 50 |
|
|
2024
Q1 | $1.49M | Sell |
16,891
-1,360
| -7% | -$120K | 0.12% | 45 |
|
|
2023
Q4 | $1.45M | Buy |
18,251
+14,051
| +335% | +$1.11M | 0.14% | 43 |
|
|
2023
Q3 | $313K | Buy |
+4,200
| New | +$313K | 0.04% | 182 |
|
|
2020
Q2 | – | Sell |
-1,713
| Closed | -$377K | – | 86 |
|
|
2020
Q1 | $377K | Buy |
+1,713
| New | +$377K | 0.11% | 32 |
|