OAK FAMILY ADVISORS, LLC CP Holdings History
OAK FAMILY ADVISORS, LLC's Canadian Pacific Kansas City Ltd Holding Summary
As of 2025-06-30, OAK FAMILY ADVISORS, LLC held 61,986.00 shares of Canadian Pacific Kansas City Ltd(CP), totaling $4.91 Mil. This investment constitutes 1.55% of their stock portfolio, and OAK FAMILY ADVISORS, LLC now holds 0.01% of the outstanding Canadian Pacific Kansas City Ltd(CP) stock.
The initial trade took place in 2024Q4. And since then OAK FAMILY ADVISORS, LLC has made 2 purchases of CP, at an average price of $76.13, for a total of 62,116.00 shares. In addition, there have been 1 sales at an average price of $76.81 for 130.00 shares. Based on historical transaction data and CP's current price of $78.30, OAK FAMILY ADVISORS, LLC's estimated gain on his CP holdings is $134,625.97, reflecting a 2.85% gain to date.
OAK FAMILY ADVISORS, LLC CP ($78.30) Holding Chart
OAK FAMILY ADVISORS, LLC CP ($78.30) 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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