Blue Zone Wealth 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 | $6.32M | Buy |
79,724
+2,767
| +4% | +$219K | 1.58% | 26 |
|
2025
Q1 | $5.4M | Buy |
76,957
+22,914
| +42% | +$1.61M | 1.5% | 31 |
|
2024
Q4 | $3.91M | Buy |
54,043
+2,187
| +4% | +$158K | 1.13% | 44 |
|
2024
Q3 | $4.44M | Buy |
51,856
+3,784
| +8% | +$324K | 1.38% | 34 |
|
2024
Q2 | $3.78M | Buy |
48,072
+894
| +2% | +$70.4K | 1.31% | 37 |
|
2024
Q1 | $4.16M | Buy |
+47,178
| New | +$4.16M | 1.43% | 33 |
|