Successful Portfolios’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 | $223K | Buy |
+2,809
| New | +$223K | 0.14% | 153 |
|
2025
Q1 | – | Sell |
-2,809
| Closed | -$203K | – | 161 |
|
2024
Q4 | $203K | Hold |
2,809
| – | – | 0.14% | 151 |
|
2024
Q3 | $240K | Sell |
2,809
-37
| -1% | -$3.17K | 0.16% | 134 |
|
2024
Q2 | $224K | Sell |
2,846
-288
| -9% | -$22.7K | 0.16% | 135 |
|
2024
Q1 | $276K | Sell |
3,134
-29
| -0.9% | -$2.56K | 0.19% | 113 |
|
2023
Q4 | $250K | Hold |
3,163
| – | – | 0.19% | 127 |
|
2023
Q3 | $235K | Hold |
3,163
| – | – | 0.21% | 115 |
|
2023
Q2 | $256K | Buy |
+3,163
| New | +$256K | 0.22% | 106 |
|
2023
Q1 | – | Sell |
-3,163
| Closed | -$236K | – | 190 |
|
2022
Q4 | $236K | Hold |
3,163
| – | – | 0.15% | 159 |
|
2022
Q3 | $211K | Hold |
3,163
| – | – | 0.15% | 158 |
|
2022
Q2 | $221K | Hold |
3,163
| – | – | 0.15% | 160 |
|
2022
Q1 | $261K | Sell |
3,163
-116
| -4% | -$9.57K | 0.15% | 164 |
|
2021
Q4 | $236K | Buy |
+3,279
| New | +$236K | 0.13% | 179 |
|