IFWM
Institute for Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
26,392
-321
| -1% | -$25.4K | 0.23% | 92 |
|
|
2025
Q1 | $1.88M | Sell |
26,713
-66
| -0.2% | -$4.63K | 0.24% | 94 |
|
|
2024
Q4 | $1.94M | Sell |
26,779
-71
| -0.3% | -$5.14K | 0.24% | 87 |
|
|
2024
Q3 | $2.3M | Hold |
26,850
| – | – | 0.29% | 76 |
|
|
2024
Q2 | $2.11M | Sell |
26,850
-105
| -0.4% | -$8.27K | 0.28% | 74 |
|
|
2024
Q1 | $2.38M | Buy |
26,955
+82
| +0.3% | +$7.23K | 0.31% | 67 |
|
|
2023
Q4 | $2.12M | Sell |
26,873
-103
| -0.4% | -$8.14K | 0.34% | 68 |
|
|
2023
Q3 | $2.01M | Sell |
26,976
-286
| -1% | -$21.3K | 0.36% | 66 |
|
|
2023
Q2 | $2.2M | Buy |
+27,262
| New | +$2.2M | 0.37% | 58 |
|
|
2023
Q1 | – | Sell |
-27,833
| Closed | -$2.08M | – | 451 |
|
|
2022
Q4 | $2.08M | Sell |
27,833
-459
| -2% | -$34.2K | 0.44% | 55 |
|
|
2022
Q3 | $1.89M | Sell |
28,292
-30
| -0.1% | -$2K | 0.42% | 53 |
|
|
2022
Q2 | $1.98M | Sell |
28,322
-37
| -0.1% | -$2.58K | 0.39% | 57 |
|
|
2022
Q1 | $2.34M | Hold |
28,359
| – | – | 0.38% | 57 |
|
|
2021
Q4 | $2.04M | Buy |
+28,359
| New | +$2.04M | 0.33% | 72 |
|