MGB 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 | – | Sell |
-2,993
| Closed | -$208K | – | 311 |
|
|
2025
Q1 | $208K | Sell |
2,993
-5,758
| -66% | -$400K | 0.08% | 200 |
|
|
2024
Q4 | $631K | Sell |
8,751
-2,980
| -25% | -$215K | 0.2% | 94 |
|
|
2024
Q3 | $1M | Sell |
11,731
-2,722
| -19% | -$233K | 0.36% | 68 |
|
|
2024
Q2 | $1.2M | Sell |
14,453
-1
| -0% | -$83 | 0.45% | 55 |
|
|
2024
Q1 | $1.27M | Hold |
14,454
| – | – | 0.52% | 48 |
|
|
2023
Q4 | $1.14M | Buy |
+14,454
| New | +$1.14M | 0.57% | 53 |
|