GeoWealth Management’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 | $872K | Sell |
11,004
-419
| -4% | -$33.2K | 0.03% | 292 |
|
|
2025
Q1 | $802K | Sell |
11,423
-1,012
| -8% | -$71.1K | 0.03% | 318 |
|
|
2024
Q4 | $900K | Buy |
12,435
+2,486
| +25% | +$180K | 0.03% | 317 |
|
|
2024
Q3 | $851K | Buy |
9,949
+713
| +8% | +$61K | 0.03% | 341 |
|
|
2024
Q2 | $727K | Buy |
9,236
+1,472
| +19% | +$116K | 0.03% | 342 |
|
|
2024
Q1 | $685K | Buy |
7,764
+1,977
| +34% | +$174K | 0.03% | 367 |
|
|
2023
Q4 | $458K | Buy |
+5,787
| New | +$458K | 0.04% | 343 |
|