EWM
Empirical 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 | $4.87M | Buy |
+61,423
| New | +$4.87M | 0.11% | 135 |
|
|
2022
Q3 | – | Sell |
-3,939
| Closed | -$275K | – | 466 |
|
|
2022
Q2 | $275K | Sell |
3,939
-212
| -5% | -$14.8K | 0.01% | 400 |
|
|
2022
Q1 | $343K | Hold |
4,151
| – | – | 0.02% | 384 |
|
|
2021
Q4 | $299K | Buy |
+4,151
| New | +$299K | 0.01% | 422 |
|