Heritage Wealth Management (Ohio)’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	$481K	Sell	6,066 -578	-9%	-$45.8K	0.16%	143
2025 Q1	$466K	Sell	6,644 -864	-12%	-$60.7K	0.16%	143
2024 Q4	$543K	Hold	7,508	–	–	0.18%	127
2024 Q3	$642K	Sell	7,508 -115	-2%	-$9.84K	0.21%	121
2024 Q2	$612K	Buy	+7,623	New	+$612K	0.21%	115