Obermeyer Wealth Partners’s Canadian Pacific Kansas City CP Stock Holding History

Obermeyer Wealth Partners’s Portfolio CP Stock Details CP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$375K	Buy	+4,726	New	+$375K	0.02%	190
2024 Q1	–	Sell	-2,543	Closed	-$201K	–	255
2023 Q4	$201K	Buy	+2,543	New	+$201K	0.01%	211
2023 Q3	–	Sell	-2,543	Closed	-$205K	–	218
2023 Q2	$205K	Sell	2,543 -302	-11%	-$24.4K	0.01%	201
2023 Q1	$219K	Hold	2,845	–	–	0.02%	199
2022 Q4	$212K	Sell	2,845 -2,560	-47%	-$191K	0.02%	208
2022 Q3	$361K	Hold	5,405	–	–	0.03%	134
2022 Q2	$377K	Hold	5,405	–	–	0.03%	128
2022 Q1	$446K	Buy	5,405 +200	+4%	+$16.5K	0.03%	131
2021 Q4	$374K	Hold	5,205	–	–	0.02%	142
2021 Q3	$339K	Hold	5,205	–	–	0.02%	154
2021 Q2	$400K	Hold	5,205	–	–	0.02%	138
2021 Q1	$395K	Hold	5,205	–	–	0.02%	139
2020 Q4	$361K	Sell	5,205 -765	-13%	-$53.1K	0.02%	103
2020 Q3	$363K	Hold	5,970	–	–	0.03%	101
2020 Q2	$305K	Hold	5,970	–	–	0.03%	105
2020 Q1	$262K	Hold	5,970	–	–	0.03%	101
2019 Q4	$304K	Hold	5,970	–	–	0.03%	103
2019 Q3	$266K	Sell	5,970 -1,500	-20%	-$66.8K	0.02%	106
2019 Q2	$351K	Hold	7,470	–	–	0.03%	93
2019 Q1	$308K	Hold	7,470	–	–	0.03%	94
2018 Q4	$265K	Hold	7,470	–	–	0.03%	97
2018 Q3	$317K	Hold	7,470	–	–	0.03%	92
2018 Q2	$273K	Sell	7,470 -1,530	-17%	-$55.9K	0.02%	93
2018 Q1	$318K	Hold	9,000	–	–	0.03%	88
2017 Q4	$329K	Hold	9,000	–	–	0.03%	94
2017 Q3	$302K	Hold	9,000	–	–	0.03%	96
2017 Q2	$289K	Hold	9,000	–	–	0.03%	99
2017 Q1	$264K	Hold	9,000	–	–	0.02%	111
2016 Q4	$257K	Hold	9,000	–	–	0.02%	114
2016 Q3	$275K	Hold	9,000	–	–	0.03%	106
2016 Q2	$232K	Hold	9,000	–	–	0.02%	117
2016 Q1	$239K	Hold	9,000	–	–	0.02%	108
2015 Q4	$230K	Hold	9,000	–	–	0.02%	106
2015 Q3	$258K	Hold	9,000	–	–	0.03%	103
2015 Q2	$288K	Sell	9,000 -1,500	-14%	-$48K	0.02%	107
2015 Q1	$384K	Sell	10,500 -1,000	-9%	-$36.6K	0.03%	101
2014 Q4	$443K	Buy	+11,500	New	+$443K	0.04%	99