FMWA
Forvis Mazars 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 | $751K | Hold |
9,476
| – | – | 0.02% | 231 |
|
|
2025
Q1 | $665K | Buy |
9,476
+190
| +2% | +$13.3K | 0.02% | 243 |
|
|
2024
Q4 | $672K | Sell |
9,286
-4,060
| -30% | -$294K | 0.02% | 268 |
|
|
2024
Q3 | $1.14M | Buy |
13,346
+23
| +0.2% | +$1.97K | 0.03% | 217 |
|
|
2024
Q2 | $1.05M | Sell |
13,323
-63
| -0.5% | -$4.96K | 0.03% | 208 |
|
|
2024
Q1 | $1.18M | Buy |
13,386
+63
| +0.5% | +$5.56K | 0.03% | 200 |
|
|
2023
Q4 | $1.05M | Sell |
13,323
-1,395
| -9% | -$110K | 0.03% | 202 |
|
|
2023
Q3 | $1.1M | Sell |
14,718
-68
| -0.5% | -$5.06K | 0.03% | 196 |
|
|
2023
Q2 | $1.19M | Hold |
14,786
| – | – | 0.04% | 203 |
|
|
2023
Q1 | $1.14M | Hold |
14,786
| – | – | 0.04% | 188 |
|
|
2022
Q4 | $1.1M | Hold |
14,786
| – | – | 0.04% | 190 |
|
|
2022
Q3 | $987K | Buy |
14,786
+257
| +2% | +$17.2K | 0.04% | 192 |
|
|
2022
Q2 | $1.02M | Buy |
+14,529
| New | +$1.02M | 0.04% | 184 |
|