GJWM
Gilliland Jeter Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.1M | Hold |
13,914
| – | – | 0.36% | 64 |
|
2025
Q1 | $977K | Buy |
13,914
+1
| +0% | +$70 | 0.35% | 66 |
|
2024
Q4 | $1.01M | Sell |
13,913
-2,699
| -16% | -$195K | 0.34% | 65 |
|
2024
Q3 | $1.42M | Buy |
16,612
+1
| +0% | +$86 | 0.46% | 51 |
|
2024
Q2 | $1.31M | Sell |
16,611
-198
| -1% | -$15.6K | 0.44% | 55 |
|
2024
Q1 | $1.48M | Sell |
16,809
-309
| -2% | -$27.2K | 0.52% | 50 |
|
2023
Q4 | $1.35M | Buy |
+17,118
| New | +$1.35M | 0.56% | 50 |
|