Canadian Pacific Kansas City shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Canadian Pacific Kansas City (CP) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Canadian Pacific Kansas City
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Quarterly reported holdings in Canadian Pacific Kansas City by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $225k | 2.6k | 85.54 |
| 2024-06-30 | $207k | 2.6k | 78.73 |
| 2024-03-31 | $231k | 2.6k | 88.17 |
| 2023-12-31 | $208k | 2.6k | 79.06 |
| 2023-09-30 | $195k | 2.6k | 74.41 |
| 2023-06-30 | $226k | 2.8k | 80.77 |
| 2023-03-31 | $215k | 2.8k | 76.94 |