TVWM
Tower View 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
Q1 | – | Sell |
-26,322
| Closed | -$1.9M | – | 192 |
|
|
2024
Q4 | $1.9M | Sell |
26,322
-25,228
| -49% | -$1.83M | 1.01% | 39 |
|
|
2024
Q3 | $4.41M | Buy |
51,550
+130
| +0.3% | +$11.1K | 2.41% | 16 |
|
|
2024
Q2 | $4.05M | Buy |
51,420
+245
| +0.5% | +$19.3K | 2.32% | 18 |
|
|
2024
Q1 | $4.51M | Buy |
51,175
+775
| +2% | +$68.3K | 2.64% | 15 |
|
|
2023
Q4 | $3.99M | Buy |
50,400
+532
| +1% | +$42.1K | 2.47% | 18 |
|
|
2023
Q3 | $3.71M | Sell |
49,868
-81
| -0.2% | -$6.03K | 2.61% | 17 |
|
|
2023
Q2 | $4.03M | Sell |
49,949
-2,511
| -5% | -$203K | 2.74% | 12 |
|
|
2023
Q1 | $4.04M | Sell |
52,460
-93
| -0.2% | -$7.16K | 2.71% | 11 |
|
|
2022
Q4 | $3.92M | Sell |
52,553
-532
| -1% | -$39.7K | 2.73% | 9 |
|
|
2022
Q3 | $3.54M | Buy |
53,085
+112
| +0.2% | +$7.47K | 2.69% | 9 |
|
|
2022
Q2 | $3.7M | Sell |
52,973
-1,414
| -3% | -$98.8K | 2.72% | 10 |
|
|
2022
Q1 | $4.49M | Buy |
54,387
+6,563
| +14% | +$542K | 2.41% | 13 |
|
|
2021
Q4 | $3.44M | Buy |
+47,824
| New | +$3.44M | 1.75% | 26 |
|