IHT Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793K | Sell |
10,009
-486
| -5% | -$38.5K | 0.02% | 564 |
|
|
2025
Q1 | $737K | Sell |
10,495
-2,041
| -16% | -$143K | 0.02% | 553 |
|
|
2024
Q4 | $907K | Sell |
12,536
-3,218
| -20% | -$233K | 0.03% | 487 |
|
|
2024
Q3 | $1.34M | Buy |
15,754
+1,755
| +13% | +$150K | 0.04% | 419 |
|
|
2024
Q2 | $1.1M | Sell |
13,999
-1,567
| -10% | -$123K | 0.04% | 396 |
|
|
2024
Q1 | $1.37M | Sell |
15,566
-565
| -4% | -$49.8K | 0.06% | 340 |
|
|
2023
Q4 | $1.28M | Sell |
16,131
-958
| -6% | -$75.7K | 0.06% | 325 |
|
|
2023
Q3 | $1.27M | Sell |
17,089
-205
| -1% | -$15.3K | 0.06% | 292 |
|
|
2023
Q2 | $1.4M | Buy |
17,294
+122
| +0.7% | +$9.85K | 0.07% | 262 |
|
|
2023
Q1 | $1.32M | Sell |
17,172
-1,575
| -8% | -$121K | 0.08% | 251 |
|
|
2022
Q4 | $1.4M | Sell |
18,747
-333
| -2% | -$24.8K | 0.09% | 231 |
|
|
2022
Q3 | $1.27M | Buy |
19,080
+4,559
| +31% | +$304K | 0.1% | 231 |
|
|
2022
Q2 | $1.01M | Buy |
14,521
+253
| +2% | +$17.7K | 0.09% | 237 |
|
|
2022
Q1 | $1.18M | Sell |
14,268
-1,187
| -8% | -$98K | 0.09% | 229 |
|
|
2021
Q4 | $1.11M | Buy |
15,455
+5,712
| +59% | +$411K | 0.08% | 235 |
|
|
2021
Q3 | $634K | Buy |
+9,743
| New | +$634K | 0.05% | 351 |
|
|
2018
Q2 | – | Sell |
-390
| Closed | -$14K | – | 600 |
|
|
2018
Q1 | $14K | Sell |
390
-70
| -15% | -$2.51K | ﹤0.01% | 1080 |
|
|
2017
Q4 | $17K | Sell |
460
-335
| -42% | -$12.4K | ﹤0.01% | 1029 |
|
|
2017
Q3 | $26K | Sell |
795
-275
| -26% | -$8.99K | 0.01% | 692 |
|
|
2017
Q2 | $40 | Buy |
1,070
+250
| +30% | +$9 | 0.02% | 562 |
|
|
2017
Q1 | $24K | Hold |
820
| – | – | 0.02% | 603 |
|
|
2016
Q4 | $23K | Buy |
+820
| New | +$23K | 0.02% | 583 |
|