Meridian 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 | $337K | Hold |
4,246
| – | – | 0.01% | 535 |
|
|
2025
Q1 | $298K | Buy |
4,246
+30
| +0.7% | +$2.11K | 0.01% | 522 |
|
|
2024
Q4 | $305K | Sell |
4,216
-460
| -10% | -$33.3K | 0.01% | 514 |
|
|
2024
Q3 | $400K | Buy |
4,676
+23
| +0.5% | +$1.97K | 0.02% | 460 |
|
|
2024
Q2 | $366K | Buy |
+4,653
| New | +$366K | 0.04% | 209 |
|
|
2024
Q1 | – | Sell |
-4,369
| Closed | -$346K | – | 251 |
|
|
2023
Q4 | $346K | Buy |
4,369
+12
| +0.3% | +$949 | 0.02% | 464 |
|
|
2023
Q3 | $324K | Hold |
4,357
| – | – | 0.02% | 440 |
|
|
2023
Q2 | $352K | Hold |
4,357
| – | – | 0.03% | 397 |
|
|
2023
Q1 | $335K | Sell |
4,357
-192
| -4% | -$14.8K | 0.03% | 393 |
|
|
2022
Q4 | $339K | Buy |
4,549
+111
| +3% | +$8.28K | 0.03% | 387 |
|
|
2022
Q3 | $296K | Sell |
4,438
-769
| -15% | -$51.3K | 0.03% | 371 |
|
|
2022
Q2 | $364K | Buy |
5,207
+1,060
| +26% | +$74.1K | 0.03% | 406 |
|
|
2022
Q1 | $342K | Buy |
4,147
+600
| +17% | +$49.5K | 0.04% | 288 |
|
|
2021
Q4 | $255K | Buy |
+3,547
| New | +$255K | 0.03% | 348 |
|