GeoWealth Management’s Canadian Pacific Kansas City CP Stock Holding History

GeoWealth Management’s Portfolio CP Stock Details CP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$807K	Sell
2025 Q2	$872K	Sell
2025 Q1	$802K	Sell
2024 Q4	$900K	Buy
2024 Q3	$851K	Buy
2024 Q2	$727K	Buy
2024 Q1	$685K	Buy
2023 Q4	$458K	Buy