Accretive Wealth Partners’s Canadian Pacific Kansas City CP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $936K | Buy |
11,806
+157
| +1% | +$12.4K | 0.31% | 88 |
|
|
2025
Q1 | $856K | Buy |
11,649
+1,588
| +16% | +$117K | 0.3% | 91 |
|
|
2024
Q4 | $728K | Buy |
10,061
+344
| +4% | +$24.9K | 0.31% | 95 |
|
|
2024
Q3 | $831K | Buy |
9,717
+98
| +1% | +$8.38K | 0.35% | 91 |
|
|
2024
Q2 | $757K | Buy |
9,619
+87
| +0.9% | +$6.85K | 0.32% | 91 |
|
|
2024
Q1 | $760K | Buy |
9,532
+2
| +0% | +$159 | 0.34% | 91 |
|
|
2023
Q4 | $753K | Buy |
9,530
+145
| +2% | +$11.5K | 0.36% | 91 |
|
|
2023
Q3 | $698K | Buy |
9,385
+162
| +2% | +$12.1K | 0.42% | 77 |
|
|
2023
Q2 | $745K | Buy |
9,223
+464
| +5% | +$37.5K | 0.44% | 77 |
|
|
2023
Q1 | $674K | Buy |
8,759
+291
| +3% | +$22.4K | 0.43% | 76 |
|
|
2022
Q4 | $632K | Buy |
8,468
+290
| +4% | +$21.6K | 0.43% | 76 |
|
|
2022
Q3 | $546K | Buy |
8,178
+119
| +1% | +$7.95K | 0.42% | 80 |
|
|
2022
Q2 | $563K | Sell |
8,059
-64
| -0.8% | -$4.47K | 0.41% | 81 |
|
|
2022
Q1 | $670K | Buy |
+8,123
| New | +$670K | 0.42% | 83 |
|