Canadian Pacific Kansas City shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Canadian Pacific Kansas City (CP) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Canadian Pacific Kansas City
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Quarterly reported holdings in Canadian Pacific Kansas City by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $430k | 5.8k | 74.49 |
| 2025-06-30 | $481k | 6.1k | 79.27 |
| 2025-03-31 | $467k | 6.6k | 70.21 |
| 2024-12-31 | $543k | 7.5k | 72.37 |
| 2024-09-30 | $642k | 7.5k | 85.54 |
| 2024-06-30 | $612k | 7.6k | 80.22 |
More positions owned by Heritage Wealth Management
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