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