Ritholtz Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Sell |
6,806
-2,037
| -23% | -$161K | 0.01% | 618 |
|
|
2025
Q1 | $621K | Sell |
8,843
-3,839
| -30% | -$270K | 0.02% | 530 |
|
|
2024
Q4 | $918K | Sell |
12,682
-6,453
| -34% | -$467K | 0.03% | 386 |
|
|
2024
Q3 | $1.64M | Buy |
19,135
+6,913
| +57% | +$591K | 0.05% | 274 |
|
|
2024
Q2 | $962K | Sell |
12,222
-1,277
| -9% | -$101K | 0.03% | 358 |
|
|
2024
Q1 | $1.19M | Buy |
13,499
+7,656
| +131% | +$675K | 0.04% | 312 |
|
|
2023
Q4 | $462K | Sell |
5,843
-947
| -14% | -$74.9K | 0.02% | 508 |
|
|
2023
Q3 | $505K | Buy |
6,790
+249
| +4% | +$18.5K | 0.02% | 455 |
|
|
2023
Q2 | $528K | Buy |
6,541
+689
| +12% | +$55.7K | 0.02% | 423 |
|
|
2023
Q1 | $450K | Buy |
5,852
+670
| +13% | +$51.6K | 0.02% | 432 |
|
|
2022
Q4 | $387K | Sell |
5,182
-3,958
| -43% | -$295K | 0.02% | 413 |
|
|
2022
Q3 | $610K | Buy |
9,140
+6,027
| +194% | +$402K | 0.03% | 345 |
|
|
2022
Q2 | $217K | Buy |
+3,113
| New | +$217K | 0.01% | 480 |
|