Waldron Private Wealth’s Canadian Pacific Kansas City CP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Hold |
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|
2025
Q1 | $645K | Sell |
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|
2024
Q4 | $1.53M | Buy |
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|
2024
Q3 | $935K | Buy |
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|
2024
Q2 | $821K | Hold |
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|
2024
Q1 | $920K | Sell |
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|
2023
Q4 | $826K | Buy |
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|
2023
Q3 | $739K | Sell |
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|
2023
Q2 | $806K | Sell |
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|
2023
Q1 | $812K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $279K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $262K | Sell |
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|
2014
Q4 | $312K | Sell |
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|
2014
Q3 | $403K | Sell |
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|
2014
Q2 | $473K | Buy |
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|
2014
Q1 | $323K | Hold |
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|
2013
Q4 | $325K | Buy |
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