Congress Wealth Management LLC / DE / »

Canadian Pacific Kansas City shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Canadian Pacific Kansas City (CP) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Canadian Pacific Kansas City

Tip: Access up to 7 years of quarterly data

All positions including Canadian Pacific Kansas City held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Canadian Pacific Kansas City by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.7M 47k 79.27
2025-03-31 $3.0M 43k 70.24
2024-12-31 $3.2M 45k 72.37
2024-09-30 $4.4M 51k 85.54
2024-03-31 $4.0M 45k 88.17
2023-12-31 $4.2M 54k 79.06
2023-09-30 $4.2M 56k 74.41
2023-06-30 $4.7M 58k 80.77