EP Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Buy |
+4,466
| New | +$354K | ﹤0.01% | 928 |
|
|
2024
Q4 | – | Sell |
-2,589
| Closed | -$221K | – | 1254 |
|
|
2024
Q3 | $221K | Buy |
+2,589
| New | +$221K | ﹤0.01% | 991 |
|
|
2024
Q2 | – | Sell |
-3,056
| Closed | -$269K | – | 864 |
|
|
2024
Q1 | $269K | Buy |
3,056
+323
| +12% | +$28.5K | ﹤0.01% | 663 |
|
|
2023
Q4 | $216K | Sell |
2,733
-226
| -8% | -$17.9K | ﹤0.01% | 696 |
|
|
2023
Q3 | $220K | Buy |
+2,959
| New | +$220K | ﹤0.01% | 640 |
|