Richards, Merrill & Peterson’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
Q2
Sell
-268
Closed -$18.8K 255
2025
Q1
$18.8K Sell
268
-225
-46% -$17.1K 0.01% 345
2024
Q4
$35.7K Buy
+493
New +$38K 0.02% 271

Other funds holding CP

Richards, Merrill & Peterson's CP Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Canadian Pacific Kansas City (CP) in Q2 2025, closing a stake of 268 shares — an estimated $18.8K sold.

Richards, Merrill & Peterson first reported a position in CP in Q4 2024 and held it in 2 quarters. The position peaked at $35.7K in Q4 2024. 991 funds tracked by Wall St. Rank hold CP as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Canadian Pacific Kansas City position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 268 Canadian Pacific Kansas City shares in Q2 2025, an estimated $18.8K.
  • Richards, Merrill & Peterson first reported a position in Canadian Pacific Kansas City in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Canadian Pacific Kansas City position peaked at $35.7K in Q4 2024.
  • 991 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.