CWM
Compass 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
Q2 | $5M | Buy |
63,036
+1,472
| +2% | +$117K | 1.19% | 29 |
|
|
2025
Q1 | $4.32M | Buy |
61,564
+3,247
| +6% | +$228K | 1.1% | 33 |
|
|
2024
Q4 | $4.22M | Buy |
58,317
+1,372
| +2% | +$99.3K | 1.02% | 35 |
|
|
2024
Q3 | $4.88M | Buy |
56,945
+74
| +0.1% | +$6.34K | 1.15% | 33 |
|
|
2024
Q2 | $4.48M | Hold |
56,871
| – | – | 1.11% | 31 |
|
|
2024
Q1 | $5.02M | Sell |
56,871
-451
| -0.8% | -$39.8K | 1.26% | 27 |
|
|
2023
Q4 | $4.56M | Buy |
57,322
+1,558
| +3% | +$124K | 1.27% | 22 |
|
|
2023
Q3 | $4.16M | Sell |
55,764
-193
| -0.3% | -$14.4K | 1.31% | 25 |
|
|
2023
Q2 | $4.53M | Sell |
55,957
-25
| -0% | -$2.02K | 1.37% | 21 |
|
|
2023
Q1 | $4.31M | Sell |
55,982
-144
| -0.3% | -$11.1K | 1.37% | 20 |
|
|
2022
Q4 | $4.19M | Buy |
+56,126
| New | +$4.19M | 1.37% | 19 |
|