BWM
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Bernard Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Bernard Wealth Management’s Portfolio CP Stock Details CP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$34.5K Hold
435
– – 0.02% 144
2025
Q1 		$30.5K Hold
435
– – 0.01% 156
2024
Q4 		$31.5K Buy
+435
New +$31.5K 0.01% 153