Circle Wealth Management’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
Q2 | $1.24M | Buy |
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|
2025
Q1 | $891K | Hold |
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|
2024
Q4 | $919K | Buy |
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|
2024
Q3 | $856K | Sell |
|
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|
2024
Q2 | $864K | Buy |
|
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|
2024
Q1 | $956K | Buy |
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|
2023
Q4 | $790K | Buy |
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|
2023
Q3 | $659K | Buy |
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|
2023
Q2 | $694K | Buy |
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|
2023
Q1 | $660K | Buy |
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|
2022
Q4 | $628K | Buy |
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|
2022
Q3 | $561K | Sell |
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|
2022
Q2 | $589K | Buy |
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