Forum Financial Management’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 | $336K | Buy |
4,238
+418
| +11% | +$33.1K | 0.01% | 607 |
|
|
2025
Q1 | $268K | Buy |
3,820
+41
| +1% | +$2.88K | ﹤0.01% | 652 |
|
|
2024
Q4 | $273K | Buy |
3,779
+22
| +0.6% | +$1.59K | ﹤0.01% | 673 |
|
|
2024
Q3 | $321K | Sell |
3,757
-2
| -0.1% | -$171 | 0.01% | 481 |
|
|
2024
Q2 | $296K | Hold |
3,759
| – | – | 0.01% | 486 |
|
|
2024
Q1 | $331K | Hold |
3,759
| – | – | 0.01% | 457 |
|
|
2023
Q4 | $297K | Hold |
3,759
| – | – | 0.01% | 455 |
|
|
2023
Q3 | $280K | Buy |
3,759
+2
| +0.1% | +$149 | 0.01% | 441 |
|
|
2023
Q2 | $303K | Buy |
+3,757
| New | +$303K | 0.01% | 429 |
|
|
2023
Q1 | – | Sell |
-3,758
| Closed | -$280K | – | 628 |
|
|
2022
Q4 | $280K | Buy |
3,758
+6
| +0.2% | +$448 | 0.01% | 413 |
|
|
2022
Q3 | $250K | Hold |
3,752
| – | – | 0.01% | 408 |
|
|
2022
Q2 | $262K | Hold |
3,752
| – | – | 0.01% | 409 |
|
|
2022
Q1 | $309K | Hold |
3,752
| – | – | 0.01% | 382 |
|
|
2021
Q4 | $270K | Buy |
+3,752
| New | +$270K | 0.01% | 465 |
|