Mattern Wealth Management’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 | $208K | Buy |
+2,619
| New | +$208K | 0.04% | 155 |
|
|
2024
Q4 | – | Sell |
-2,719
| Closed | -$233K | – | 171 |
|
|
2024
Q3 | $233K | Hold |
2,719
| – | – | 0.05% | 161 |
|
|
2024
Q2 | $214K | Hold |
2,719
| – | – | 0.05% | 166 |
|
|
2024
Q1 | $240K | Sell |
2,719
-105
| -4% | -$9.26K | 0.06% | 157 |
|
|
2023
Q4 | $223K | Hold |
2,824
| – | – | 0.06% | 162 |
|
|
2023
Q3 | $210K | Hold |
2,824
| – | – | 0.06% | 161 |
|
|
2023
Q2 | $228K | Hold |
2,824
| – | – | 0.07% | 155 |
|
|
2023
Q1 | $217K | Buy |
+2,824
| New | +$217K | 0.07% | 164 |
|