Independent Solutions Wealth Management’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 | $823K | Sell |
10,383
-366
| -3% | -$29K | 0.16% | 112 |
|
|
2025
Q1 | $755K | Sell |
10,749
-101
| -0.9% | -$7.09K | 0.17% | 112 |
|
|
2024
Q4 | $785K | Hold |
10,850
| – | – | 0.17% | 114 |
|
|
2024
Q3 | $928K | Sell |
10,850
-126
| -1% | -$10.8K | 0.21% | 100 |
|
|
2024
Q2 | $864K | Sell |
10,976
-153
| -1% | -$12K | 0.2% | 105 |
|
|
2024
Q1 | $981K | Sell |
11,129
-218
| -2% | -$19.2K | 0.23% | 99 |
|
|
2023
Q4 | $897K | Sell |
11,347
-16
| -0.1% | -$1.27K | 0.23% | 101 |
|
|
2023
Q3 | $846K | Sell |
11,363
-942
| -8% | -$70.1K | 0.22% | 99 |
|
|
2023
Q2 | $994K | Buy |
+12,305
| New | +$994K | 0.25% | 93 |
|