PDS Planning’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 | $394K | Sell |
4,968
-636
| -11% | -$50.4K | 0.03% | 294 |
|
|
2025
Q1 | $393K | Buy |
5,604
+214
| +4% | +$15K | 0.03% | 258 |
|
|
2024
Q4 | $390K | Sell |
5,390
-368
| -6% | -$26.6K | 0.03% | 228 |
|
|
2024
Q3 | $493K | Buy |
5,758
+1,543
| +37% | +$132K | 0.04% | 199 |
|
|
2024
Q2 | $332K | Buy |
4,215
+269
| +7% | +$21.2K | 0.03% | 240 |
|
|
2024
Q1 | $348K | Buy |
3,946
+161
| +4% | +$14.2K | 0.04% | 223 |
|
|
2023
Q4 | $299K | Sell |
3,785
-541
| -13% | -$42.8K | 0.03% | 232 |
|
|
2023
Q3 | $322K | Buy |
4,326
+248
| +6% | +$18.5K | 0.04% | 203 |
|
|
2023
Q2 | $329K | Buy |
4,078
+284
| +7% | +$22.9K | 0.04% | 198 |
|
|
2023
Q1 | $292K | Buy |
+3,794
| New | +$292K | 0.04% | 200 |
|