Shelton Wealth Management’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 | $1.54M | Buy |
19,450
+4,889
| +34% | +$388K | 0.74% | 37 |
|
|
2025
Q1 | $1.02M | Sell |
14,561
-1,839
| -11% | -$129K | 0.56% | 51 |
|
|
2024
Q4 | $1.19M | Buy |
16,400
+3,963
| +32% | +$287K | 0.61% | 48 |
|
|
2024
Q3 | $1.06M | Buy |
12,437
+947
| +8% | +$81K | 0.58% | 51 |
|
|
2024
Q2 | $905K | Buy |
11,490
+3,789
| +49% | +$298K | 0.51% | 57 |
|
|
2024
Q1 | $679K | Buy |
7,701
+3,485
| +83% | +$307K | 0.43% | 61 |
|
|
2023
Q4 | $333K | Buy |
+4,216
| New | +$333K | 0.24% | 80 |
|