Executive Wealth Management, LLC
- SEC CIK
- 0001542611
- Latest filing
- Feb 13, 2025
CP holding history
Canadian Pacific Kansas City Ltd in every 13F filed by Executive Wealth Management, 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)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −35,819−100.0% | Sold out | Holders |
| Q3 2024 | 35,819 | $3.06M | 0.2% | +2,113+6.3% | Added | Holders |
| Q2 2024 | 33,706 | $2.65M | 0.5% | +862+2.6% | Added | Holders |
| Q1 2024 | 32,844 | $2.89M | 0.3% | +11,014+50.5% | Added | Holders |
| Q4 2023 | 21,830 | $1.73M | 0.2% | +4,385+25.1% | Added | Holders |
| Q3 2023 | 17,445 | $1.30M | 0.1% | +17,445 | New | Holders |