CP CANADIAN PACIFIC

Ownership history in Wiser Advisor Group LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Wiser Advisor Group LLC reported a position in CANADIAN PACIFIC (CP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.2% (2024 Q3)
Avg. % of fund
0.15%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4 -1,779 -99.8% 0.00% $302 $74.49
2025 Q1 ADDED 1,783 +51 +2.9% 0.18% $125K $69.91
2024 Q4 ADDED 1,732 +150 +9.5% 0.18% $125K $71.92
2024 Q3 ADDED 1,582 +17 +1.1% 0.20% $135K $84.86
2024 Q2 ADDED 1,565 +584 +59.5% 0.19% $123K $77.97
2024 Q1 ADDED 981 +70 +7.7% 0.14% $87K $87.17
2023 Q4 INITIATED 911 0.12% $72K
% of Fund (quarterly)    CP price (monthly, adj. close)
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