BKM 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
Q2 | $628K | Buy |
7,926
+280
| +4% | +$22.2K | 0.25% | 95 |
|
|
2025
Q1 | $537K | Buy |
7,646
+379
| +5% | +$26.6K | 0.22% | 105 |
|
|
2024
Q4 | $526K | Buy |
7,267
+158
| +2% | +$11.4K | 0.22% | 104 |
|
|
2024
Q3 | $608K | Sell |
7,109
-18,671
| -72% | -$1.6M | 0.25% | 99 |
|
|
2024
Q2 | $440K | Buy |
25,780
+19,395
| +304% | +$331K | 0.21% | 114 |
|
|
2024
Q1 | $563K | Buy |
6,385
+1,393
| +28% | +$123K | 0.24% | 99 |
|
|
2023
Q4 | $395K | Buy |
+4,992
| New | +$395K | 0.17% | 106 |
|