Level Four Advisory Services’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
$1.07M Buy
13,445
+2,116
+19% +$168K 0.04% 368
2025
Q1
$795K Buy
11,329
+5,910
+109% +$415K 0.03% 403
2024
Q4
$392K Sell
5,419
-5,605
-51% -$406K 0.02% 551
2024
Q3
$851K Buy
+11,024
New +$851K 0.04% 401