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 csvQuarterly 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 |
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