LMG Wealth Partners’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 | $266K | Hold |
3,361
| – | – | 0.05% | 123 |
|
2025
Q1 | $236K | Hold |
3,361
| – | – | 0.05% | 117 |
|
2024
Q4 | $243K | Hold |
3,361
| – | – | 0.05% | 117 |
|
2024
Q3 | $288K | Hold |
3,361
| – | – | 0.07% | 107 |
|
2024
Q2 | $265K | Hold |
3,361
| – | – | 0.07% | 105 |
|
2024
Q1 | $296K | Hold |
3,361
| – | – | 0.07% | 104 |
|
2023
Q4 | $266K | Hold |
3,361
| – | – | 0.07% | 91 |
|
2023
Q3 | $250K | Hold |
3,361
| – | – | 0.08% | 91 |
|
2023
Q2 | $271K | Hold |
3,361
| – | – | 0.08% | 92 |
|
2023
Q1 | $259K | Buy |
3,361
+11
| +0.3% | +$846 | 0.08% | 93 |
|
2022
Q4 | $269K | Buy |
+3,350
| New | +$269K | 0.09% | 91 |
|