Heritage Wealth Management (Ohio)’s Canadian Pacific Kansas City CP Stock Holding History

Heritage Wealth Management (Ohio)’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	$430K	Sell
2025 Q2	$481K	Sell
2025 Q1	$466K	Sell
2024 Q4	$543K	Hold
2024 Q3	$642K	Sell
2024 Q2	$612K	Buy