Perigon Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-2,777
Closed -$207K 1322
2025
Q3
$207K Sell
2,777
-47
-2% -$3.59K ﹤0.01% 1151
2025
Q2
$224K Sell
2,824
-400
-12% -$30.8K 0.01% 956
2025
Q1
$226K Sell
3,224
-189
-6% -$14.4K 0.01% 917
2024
Q4
$254K Sell
3,413
-153
-4% -$11.8K 0.01% 878
2024
Q3
$305K Buy
3,566
+424
+13% +$34.9K 0.01% 783
2024
Q2
$247K Sell
3,142
-37
-1% -$3.01K 0.01% 758
2024
Q1
$280K Buy
+3,179
New +$267K 0.01% 701
2021
Q1
Sell
-525
Closed -$36K 600
2020
Q4
$36K Buy
+525
New +$34.2K ﹤0.01% 849
2018
Q2
Sell
-150
Closed -$5K 309
2018
Q1
$5K Hold
150
﹤0.01% 554
2017
Q4
$5K Hold
150
﹤0.01% 531
2017
Q3
$5K Hold
150
﹤0.01% 551
2017
Q2
$5K Hold
150
﹤0.01% 528
2017
Q1
$4K Sell
150
-285
-66% -$8.46K ﹤0.01% 574
2016
Q4
$13K Hold
435
﹤0.01% 523
2016
Q3
$13K Buy
435
+285
+190% +$8.37K ﹤0.01% 449
2016
Q2
$4K Hold
150
﹤0.01% 401
2016
Q1
$4K Buy
+150
New +$3.66K ﹤0.01% 247

Other funds holding CP