Focus Partners Wealth’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 | $52.5M | Buy |
662,764
+28,398
| +4% | +$2.25M | 0.11% | 181 |
|
|
2025
Q1 | $44.5M | Buy |
634,366
+37,082
| +6% | +$2.6M | 0.11% | 179 |
|
|
2024
Q4 | $43.2M | Buy |
597,284
+39,580
| +7% | +$2.86M | 0.11% | 178 |
|
|
2024
Q3 | $47.7M | Buy |
557,704
+80,075
| +17% | +$6.85M | 0.15% | 146 |
|
|
2024
Q2 | $37.6M | Buy |
+477,629
| New | +$37.6M | 0.13% | 163 |
|
|
2024
Q1 | – | Sell |
-28,499
| Closed | -$2.25M | – | 988 |
|
|
2023
Q4 | $2.25M | Buy |
+28,499
| New | +$2.25M | 0.03% | 337 |
|