Integrated Wealth Concepts’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 | $925K | Buy |
11,666
+8
| +0.1% | +$634 | 0.01% | 969 |
|
|
2025
Q1 | $819K | Sell |
11,658
-403
| -3% | -$28.3K | 0.01% | 912 |
|
|
2024
Q4 | $873K | Sell |
12,061
-185
| -2% | -$13.4K | 0.01% | 882 |
|
|
2024
Q3 | $1.05M | Sell |
12,246
-1,142
| -9% | -$97.7K | 0.01% | 783 |
|
|
2024
Q2 | $1.05M | Sell |
13,388
-922
| -6% | -$72.6K | 0.01% | 735 |
|
|
2024
Q1 | $1.26M | Buy |
14,310
+81
| +0.6% | +$7.14K | 0.02% | 668 |
|
|
2023
Q4 | $1.12M | Sell |
14,229
-612
| -4% | -$48.4K | 0.02% | 683 |
|
|
2023
Q3 | $1.1M | Buy |
14,841
+840
| +6% | +$62.5K | 0.02% | 653 |
|
|
2023
Q2 | $1.13M | Buy |
+14,001
| New | +$1.13M | 0.02% | 631 |
|