Retirement Planning Group (Kansas)’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
Q1 | – | Sell |
-47,315
| Closed | -$3.42M | – | 301 |
|
|
2024
Q4 | $3.42M | Buy |
47,315
+46
| +0.1% | +$3.33K | 0.17% | 50 |
|
|
2024
Q3 | $4.04M | Sell |
47,269
-29
| -0.1% | -$2.48K | 0.22% | 52 |
|
|
2024
Q2 | $3.72M | Sell |
47,298
-356
| -0.7% | -$28K | 0.24% | 43 |
|
|
2024
Q1 | $4.2M | Buy |
47,654
+356
| +0.8% | +$31.4K | 0.32% | 37 |
|
|
2023
Q4 | $3.74M | Buy |
47,298
+5
| +0% | +$395 | 0.33% | 33 |
|
|
2023
Q3 | $3.52M | Hold |
47,293
| – | – | 0.37% | 28 |
|
|
2023
Q2 | $3.82M | Hold |
47,293
| – | – | 0.38% | 28 |
|
|
2023
Q1 | $3.64M | Hold |
47,293
| – | – | 0.39% | 27 |
|
|
2022
Q4 | $3.53M | Hold |
47,293
| – | – | 0.4% | 25 |
|
|
2022
Q3 | $3.16M | Hold |
47,293
| – | – | 0.4% | 25 |
|
|
2022
Q2 | $3.3M | Hold |
47,293
| – | – | 0.41% | 20 |
|
|
2022
Q1 | $3.9M | Sell |
47,293
-447
| -0.9% | -$36.9K | 0.43% | 23 |
|
|
2021
Q4 | $3.43M | Buy |
+47,740
| New | +$3.43M | 0.33% | 21 |
|