MGWM
Marks Group 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 | $3.34M | Sell |
42,133
-56
| -0.1% | -$4.44K | 0.31% | 96 |
|
|
2025
Q1 | $2.96M | Sell |
42,189
-50,504
| -54% | -$3.55M | 0.29% | 98 |
|
|
2024
Q4 | $6.71M | Buy |
92,693
+6,266
| +7% | +$453K | 0.66% | 71 |
|
|
2024
Q3 | $7.39M | Buy |
86,427
+4,113
| +5% | +$352K | 0.71% | 72 |
|
|
2024
Q2 | $6.48M | Buy |
82,314
+3,694
| +5% | +$291K | 0.68% | 72 |
|
|
2024
Q1 | $6.93M | Buy |
78,620
+6,423
| +9% | +$566K | 0.72% | 64 |
|
|
2023
Q4 | $5.71M | Buy |
72,197
+3,675
| +5% | +$291K | 0.65% | 71 |
|
|
2023
Q3 | $5.1M | Buy |
68,522
+830
| +1% | +$61.8K | 0.63% | 74 |
|
|
2023
Q2 | $5.47M | Buy |
67,692
+288
| +0.4% | +$23.3K | 0.65% | 70 |
|
|
2023
Q1 | $5.19M | Sell |
67,404
-583
| -0.9% | -$44.9K | 0.66% | 67 |
|
|
2022
Q4 | $5.07M | Buy |
67,987
+8,175
| +14% | +$610K | 0.69% | 65 |
|
|
2022
Q3 | $3.99M | Buy |
59,812
+44,723
| +296% | +$2.98M | 0.61% | 69 |
|
|
2022
Q2 | $1.05M | Sell |
15,089
-472
| -3% | -$33K | 0.15% | 153 |
|
|
2022
Q1 | $1.29M | Buy |
+15,561
| New | +$1.29M | 0.16% | 140 |
|