Icon Wealth Advisors’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 | $437K | Buy |
5,507
+2,494
| +83% | +$198K | 0.03% | 264 |
|
|
2025
Q1 | $212K | Sell |
3,013
-3,962
| -57% | -$278K | 0.02% | 341 |
|
|
2024
Q4 | $505K | Sell |
6,975
-964
| -12% | -$69.8K | 0.04% | 214 |
|
|
2024
Q3 | $679K | Buy |
7,939
+385
| +5% | +$32.9K | 0.06% | 181 |
|
|
2024
Q2 | $633K | Buy |
7,554
+2,366
| +46% | +$198K | 0.06% | 179 |
|
|
2024
Q1 | $457K | Buy |
5,188
+378
| +8% | +$33.3K | 0.04% | 222 |
|
|
2023
Q4 | $380K | Buy |
+4,810
| New | +$380K | 0.04% | 228 |
|
|
2022
Q4 | $486K | Sell |
6,518
-915
| -12% | -$68.3K | 0.06% | 196 |
|
|
2022
Q3 | $496K | Buy |
+7,433
| New | +$496K | 0.06% | 187 |
|