Pinnacle Wealth Planning Services’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 | $794K | Sell |
10,022
-1,043
| -9% | -$82.7K | 0.1% | 115 |
|
|
2025
Q1 | $777K | Buy |
11,065
+522
| +5% | +$36.6K | 0.12% | 101 |
|
|
2024
Q4 | $763K | Sell |
10,543
-1,697
| -14% | -$123K | 0.11% | 102 |
|
|
2024
Q3 | $1.05M | Buy |
12,240
+206
| +2% | +$17.6K | 0.14% | 96 |
|
|
2024
Q2 | $947K | Sell |
12,034
-925
| -7% | -$72.8K | 0.14% | 99 |
|
|
2024
Q1 | $1.14M | Buy |
12,959
+640
| +5% | +$56.4K | 0.17% | 87 |
|
|
2023
Q4 | $974K | Buy |
12,319
+182
| +1% | +$14.4K | 0.15% | 95 |
|
|
2023
Q3 | $903K | Buy |
12,137
+2,482
| +26% | +$185K | 0.15% | 91 |
|
|
2023
Q2 | $780K | Sell |
9,655
-664
| -6% | -$53.6K | 0.13% | 107 |
|
|
2023
Q1 | $794K | Sell |
10,319
-19
| -0.2% | -$1.46K | 0.13% | 116 |
|
|
2022
Q4 | $771K | Sell |
10,338
-578
| -5% | -$43.1K | 0.14% | 103 |
|
|
2022
Q3 | $729K | Buy |
10,916
+69
| +0.6% | +$4.61K | 0.13% | 98 |
|
|
2022
Q2 | $758K | Buy |
10,847
+1,195
| +12% | +$83.5K | 0.14% | 106 |
|
|
2022
Q1 | $797K | Sell |
9,652
-254
| -3% | -$21K | 0.15% | 113 |
|
|
2021
Q4 | $713K | Buy |
9,906
+2,132
| +27% | +$153K | 0.14% | 107 |
|
|
2021
Q3 | $506K | Sell |
7,774
-181
| -2% | -$11.8K | 0.11% | 134 |
|
|
2021
Q2 | $611K | Sell |
7,955
-1,185
| -13% | -$91K | 0.14% | 111 |
|
|
2021
Q1 | $693K | Buy |
9,140
+815
| +10% | +$61.8K | 0.18% | 92 |
|
|
2020
Q4 | $578K | Sell |
8,325
-95
| -1% | -$6.6K | 0.14% | 97 |
|
|
2020
Q3 | $513K | Sell |
8,420
-495
| -6% | -$30.2K | 0.17% | 94 |
|
|
2020
Q2 | $455K | Sell |
8,915
-425
| -5% | -$21.7K | 0.15% | 113 |
|
|
2020
Q1 | $409K | Buy |
9,340
+45
| +0.5% | +$1.97K | 0.19% | 102 |
|
|
2019
Q4 | $473K | Sell |
9,295
-330
| -3% | -$16.8K | 0.22% | 91 |
|
|
2019
Q3 | $428K | Buy |
9,625
+615
| +7% | +$27.3K | 0.23% | 88 |
|
|
2019
Q2 | $424K | Sell |
9,010
-15
| -0.2% | -$706 | 0.26% | 76 |
|
|
2019
Q1 | $371K | Buy |
9,025
+3,225
| +56% | +$133K | 0.25% | 78 |
|
|
2018
Q4 | $207K | Sell |
5,800
-1,490
| -20% | -$53.2K | 0.13% | 128 |
|
|
2018
Q3 | $310K | Sell |
7,290
-4,025
| -36% | -$171K | 0.28% | 118 |
|
|
2018
Q2 | $413K | Sell |
11,315
-1,730
| -13% | -$63.1K | 0.4% | 85 |
|
|
2018
Q1 | $460K | Buy |
13,045
+11,035
| +549% | +$389K | 0.47% | 68 |
|
|
2017
Q4 | $73K | Buy |
+2,010
| New | +$73K | 0.15% | 110 |
|