FVWA
Foster Victor 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 | $19.5M | Buy |
239,415
+7,004
| +3% | +$570K | 1.32% | 17 |
|
2025
Q1 | $17.1M | Buy |
232,411
+18,926
| +9% | +$1.39M | 1.37% | 17 |
|
2024
Q4 | $16M | Buy |
213,485
+57,866
| +37% | +$4.33M | 1.22% | 20 |
|
2024
Q3 | $12.5M | Buy |
155,619
+30,408
| +24% | +$2.45M | 1% | 39 |
|
2024
Q2 | $10.6M | Buy |
+125,211
| New | +$10.6M | 0.88% | 48 |
|