SVWAG
Sound View Wealth Advisors Group’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Sell |
10,011
-22,109
| -69% | -$1.75M | 0.06% | 215 |
|
|
2025
Q1 | $2.26M | Buy |
32,120
+665
| +2% | +$46.7K | 0.19% | 114 |
|
|
2024
Q4 | $2.28M | Buy |
31,455
+12,157
| +63% | +$880K | 0.18% | 112 |
|
|
2024
Q3 | $1.65M | Buy |
19,298
+3,172
| +20% | +$271K | 0.13% | 138 |
|
|
2024
Q2 | $1.27M | Buy |
16,126
+814
| +5% | +$64.1K | 0.13% | 138 |
|
|
2024
Q1 | $1.35M | Sell |
15,312
-462
| -3% | -$40.7K | 0.14% | 138 |
|
|
2023
Q4 | $1.25M | Buy |
15,774
+1,074
| +7% | +$84.9K | 0.14% | 141 |
|
|
2023
Q3 | $1.09M | Buy |
14,700
+1,302
| +10% | +$96.9K | 0.14% | 138 |
|
|
2023
Q2 | $1.08M | Buy |
13,398
+211
| +2% | +$17K | 0.14% | 136 |
|
|
2023
Q1 | $1.01M | Sell |
13,187
-2,587
| -16% | -$199K | 0.14% | 142 |
|
|
2022
Q4 | $1.25M | Buy |
15,774
+10,538
| +201% | +$833K | 0.14% | 141 |
|
|
2022
Q3 | $349K | Sell |
5,236
-328
| -6% | -$21.9K | 0.08% | 197 |
|
|
2022
Q2 | $389K | Buy |
5,564
+159
| +3% | +$11.1K | 0.08% | 187 |
|
|
2022
Q1 | $446K | Buy |
5,405
+1,469
| +37% | +$121K | 0.08% | 188 |
|
|
2021
Q4 | $283K | Buy |
+3,936
| New | +$283K | 0.05% | 249 |
|