GC Wealth Management RIA’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 | $954K | Sell |
12,032
-125
| -1% | -$9.91K | 0.08% | 212 |
|
2025
Q1 | $854K | Sell |
12,157
-760
| -6% | -$53.4K | 0.16% | 121 |
|
2024
Q4 | $935K | Buy |
12,917
+2,216
| +21% | +$160K | 0.16% | 112 |
|
2024
Q3 | $915K | Buy |
10,701
+770
| +8% | +$65.9K | 0.16% | 116 |
|
2024
Q2 | $782K | Buy |
9,931
+1,611
| +19% | +$127K | 0.15% | 119 |
|
2024
Q1 | $734K | Buy |
8,320
+1,876
| +29% | +$165K | 0.15% | 124 |
|
2023
Q4 | $509K | Buy |
+6,444
| New | +$509K | 0.23% | 111 |
|