Axxcess Wealth Management’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
Q1 | – | Sell |
-3,357
| Closed | -$243K | – | 856 |
|
|
2024
Q4 | $243K | Sell |
3,357
-489
| -13% | -$35.4K | 0.01% | 740 |
|
|
2024
Q3 | $329K | Sell |
3,846
-69
| -2% | -$5.9K | 0.01% | 664 |
|
|
2024
Q2 | $308K | Sell |
3,915
-4,693
| -55% | -$370K | 0.01% | 640 |
|
|
2024
Q1 | $759K | Buy |
8,608
+511
| +6% | +$45.1K | 0.02% | 436 |
|
|
2023
Q4 | $640K | Sell |
8,097
-2
| -0% | -$158 | 0.02% | 453 |
|
|
2023
Q3 | $603K | Buy |
8,099
+5,173
| +177% | +$385K | 0.02% | 423 |
|
|
2023
Q2 | $236K | Sell |
2,926
-5,446
| -65% | -$440K | 0.02% | 515 |
|
|
2023
Q1 | $644K | Sell |
8,372
-32
| -0.4% | -$2.46K | 0.05% | 317 |
|
|
2022
Q4 | $627K | Buy |
8,404
+5,071
| +152% | +$378K | 0.05% | 315 |
|
|
2022
Q3 | $222K | Buy |
3,333
+286
| +9% | +$19.1K | 0.02% | 474 |
|
|
2022
Q2 | $213K | Buy |
+3,047
| New | +$213K | 0.02% | 481 |
|