Number of Shares
42,189.00
Current Holdings Value*
$2.96 Mil
% of Portfolio
0.29%
Total Estimate Gain
$31,333.60
% of Total Estimate Gain
0.25%

Marks Group Wealth Management, Inc's Canadian Pacific Kansas City Ltd Holding Summary

As of 2025-03-31, Marks Group Wealth Management, Inc held 42,189.00 shares of Canadian Pacific Kansas City Ltd(CP), totaling $2.96 Mil. This investment constitutes 0.29% of their stock portfolio, and Marks Group Wealth Management, Inc now holds 0% of the outstanding Canadian Pacific Kansas City Ltd(CP) stock.

The initial trade took place in 2022Q1. And since then Marks Group Wealth Management, Inc has made 10 purchases of CP, at an average price of $77.56, for a total of 161,152.00 shares. In addition, there have been 3 sales at an average price of $76.71 for 118,963.00 shares. Based on historical transaction data and CP's current price of $80.71, Marks Group Wealth Management, Inc's estimated gain on his CP holdings is $31,333.60, reflecting a 0.25% gain to date.

Marks Group Wealth Management, Inc CP ($80.71) Holding Chart

Marks Group Wealth Management, Inc CP ($80.71) 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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