CWM
Circle Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $891K | Hold |
12,695
| – | – | 0.02% | 119 |
|
|
2024
Q4 | $919K | Buy |
12,695
+2,692
| +27% | +$195K | 0.02% | 121 |
|
|
2024
Q3 | $856K | Sell |
10,003
-966
| -9% | -$82.6K | 0.02% | 130 |
|
|
2024
Q2 | $864K | Buy |
10,969
+130
| +1% | +$10.2K | 0.02% | 109 |
|
|
2024
Q1 | $956K | Buy |
10,839
+848
| +8% | +$74.8K | 0.02% | 101 |
|
|
2023
Q4 | $790K | Buy |
9,991
+1,138
| +13% | +$90K | 0.02% | 102 |
|
|
2023
Q3 | $659K | Buy |
8,853
+256
| +3% | +$19K | 0.02% | 115 |
|
|
2023
Q2 | $694K | Buy |
8,597
+20
| +0.2% | +$1.62K | 0.09% | 78 |
|
|
2023
Q1 | $660K | Buy |
8,577
+154
| +2% | +$11.8K | 0.1% | 76 |
|
|
2022
Q4 | $628K | Buy |
8,423
+21
| +0.2% | +$1.57K | 0.1% | 78 |
|
|
2022
Q3 | $561K | Sell |
8,402
-25
| -0.3% | -$1.67K | 0.09% | 81 |
|
|
2022
Q2 | $589K | Buy |
+8,427
| New | +$589K | 0.09% | 85 |
|