Annis Gardner Whiting Capital Advisors’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 | $854K | Hold |
10,749
| – | – | 0.3% | 74 |
|
|
2025
Q1 | $756K | Hold |
10,749
| – | – | 0.32% | 72 |
|
|
2024
Q4 | $779K | Buy |
10,749
+400
| +4% | +$29K | 0.22% | 85 |
|
|
2024
Q3 | $887K | Buy |
10,349
+1,726
| +20% | +$148K | 0.25% | 77 |
|
|
2024
Q2 | $680K | Buy |
8,623
+8,439
| +4,586% | +$666K | 0.19% | 102 |
|
|
2024
Q1 | $16.3K | Buy |
+184
| New | +$16.3K | 0.01% | 596 |
|