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Geller Advisors LLC

SEC CIK
0001354739
Latest filing
Feb 14, 2025

CP holding history

Canadian Pacific Kansas City Ltd in every 13F filed by Geller Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CP overviewAll 13F holders of CPFull Q4 2024 holdings

Shares (Q4 2024)
8,299
Value
$601.7K
% of portfolio
<0.1%
Quarters held
5
Since Q3 2023
Holdings of CP by Geller Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20248,299$601.7K<0.1%+8,299NewHolders
Q3 20240$00.0%−18,774−100.0%Sold outHolders
Q2 202418,774$1.48M0.1%+1,883+11.1%AddedHolders
Q1 202416,891$1.49M0.1%−1,360−7.5%ReducedHolders
Q4 202318,251$1.45M0.1%+14,051+334.5%AddedHolders
Q3 20234,200$313.1K<0.1%+4,200NewHolders