Crestwood Advisors Group’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	$203K	Buy	+2,566	New	+$203K	﹤0.01%	514
2024 Q4	–	Sell	-2,659	Closed	-$227K	–	459
2024 Q3	$227K	Buy	+2,659	New	+$227K	﹤0.01%	407
2017 Q2	–	Sell	-1,075	Closed	-$33K	–	209
2017 Q1	$33K	Buy	+1,075	New	+$33K	﹤0.01%	309