Number of Shares
76,957.00
Current Holdings Value*
$5.40 Mil
% of Portfolio
1.5%
Total Estimate Gain
$-78,969.73
% of Total Estimate Gain
-1.26%

Blue Zone Wealth Advisors, LLC's Canadian Pacific Kansas City Ltd Holding Summary

As of 2025-03-31, Blue Zone Wealth Advisors, LLC held 76,957.00 shares of Canadian Pacific Kansas City Ltd(CP), totaling $5.40 Mil. This investment constitutes 1.5% of their stock portfolio, and Blue Zone Wealth Advisors, LLC now holds 0.01% of the outstanding Canadian Pacific Kansas City Ltd(CP) stock.

The initial trade took place in 2024Q1. And since then Blue Zone Wealth Advisors, LLC has made 5 purchases of CP, at an average price of $81.29, for a total of 76,957.00 shares. Based on historical transaction data and CP's current price of $80.26, Blue Zone Wealth Advisors, LLC's estimated gain on his CP holdings is $-78,969.73, reflecting a -1.26% gain to date.

Blue Zone Wealth Advisors, LLC CP ($80.26) Holding Chart

Blue Zone Wealth Advisors, LLC CP ($80.26) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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