Capital Planning Advisors, LLC's ownership history for MA

Capital Planning Advisors, LLC currently holds 1.9K shares with a market value of $1.1M. It started holding MA on 2024-09-30. At its peak, it held 2.2K shares on 2024-12-31. Its highest holding value was $1.2M on 2025-06-30. At its lowest, it held 1.9K shares on 2025-12-31, with a value of $1.1M on 2025-12-31. In the recent 180 days, Capital Planning Advisors, LLC has decreased its shares by 345. In the recent year, Capital Planning Advisors, LLC has decreased its shares by 357.