Carson Wealth (CWM LLC)’s Canadian Pacific Kansas City CP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.02M | Buy |
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|
2025
Q2 | $1M | Buy |
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|
2025
Q1 | $883K | Sell |
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|
2024
Q4 | $961K | Buy |
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|
2024
Q3 | $635K | Buy |
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|
2024
Q2 | $557K | Buy |
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|
2024
Q1 | $581K | Sell |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.31M | Buy |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $704K | Sell |
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|
2022
Q3 | $694K | Sell |
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|
2022
Q2 | $833K | Sell |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $476K | Buy |
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|
2021
Q2 | $255K | Sell |
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|
2021
Q1 | $255K | Hold |
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|
2020
Q4 | $255K | Hold |
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|
2020
Q3 | $255K | Hold |
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|
2020
Q2 | $255K | Hold |
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|
2020
Q1 | $255K | Hold |
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|
2019
Q4 | $255K | Hold |
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|
2019
Q3 | $255K | Hold |
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|
2019
Q2 | $255K | Hold |
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|
2019
Q1 | $255K | Buy |
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|
2018
Q4 | $29K | Buy |
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|
2018
Q3 | $12K | Buy |
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|
2018
Q2 | $8K | Hold |
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|
2018
Q1 | $7K | Sell |
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|
2017
Q4 | $21K | Sell |
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|
2017
Q3 | $21K | Buy |
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|
2017
Q2 | $7K | Hold |
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|
2017
Q1 | $6K | Buy |
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|
2016
Q4 | $3K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $5K | Hold |
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|
2013
Q3 | $4K | Buy |
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