Geller Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Geller Advisors’s Portfolio CP Stock Details CP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$602K	Buy
2024 Q3	–	Sell
2024 Q2	$1.48M	Buy
2024 Q1	$1.49M	Sell
2023 Q4	$1.45M	Buy
2023 Q3	$313K	Buy
2020 Q2	–	Sell
2020 Q1	$377K	Buy