Sound Stewardship’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 | $617K | Hold |
7,778
| – | – | 0.32% | 39 |
|
|
2025
Q1 | $546K | Sell |
7,778
-488
| -6% | -$34.3K | 0.31% | 37 |
|
|
2024
Q4 | $598K | Buy |
8,266
+5
| +0.1% | +$362 | 0.36% | 35 |
|
|
2024
Q3 | $707K | Buy |
8,261
+4
| +0% | +$342 | 0.4% | 35 |
|
|
2024
Q2 | $650K | Buy |
8,257
+5
| +0.1% | +$394 | 0.4% | 34 |
|
|
2024
Q1 | $728K | Buy |
8,252
+4
| +0% | +$353 | 0.44% | 34 |
|
|
2023
Q4 | $652K | Buy |
8,248
+5
| +0.1% | +$395 | 0.43% | 38 |
|
|
2023
Q3 | $613K | Sell |
8,243
-125
| -1% | -$9.3K | 0.41% | 39 |
|
|
2023
Q2 | $676K | Sell |
8,368
-200
| -2% | -$16.2K | 0.45% | 38 |
|
|
2023
Q1 | $659K | Buy |
8,568
+5
| +0.1% | +$385 | 0.44% | 38 |
|
|
2022
Q4 | $639K | Buy |
+8,563
| New | +$639K | 0.47% | 38 |
|