LAS
LWM Advisory Services’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Hold |
5,993
| – | – | 0.33% | 56 |
|
|
2025
Q1 | $421K | Buy |
+5,993
| New | +$421K | 0.29% | 65 |
|
|
2024
Q4 | – | Sell |
-4,157
| Closed | -$356K | – | 97 |
|
|
2024
Q3 | $356K | Buy |
4,157
+992
| +31% | +$84.9K | 0.26% | 70 |
|
|
2024
Q2 | $249K | Sell |
3,165
-90
| -3% | -$7.09K | 0.21% | 72 |
|
|
2024
Q1 | $287K | Buy |
+3,255
| New | +$287K | 0.23% | 75 |
|