Waverly Advisors’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
Q3 | $909K | Buy |
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|
2025
Q2 | $868K | Buy |
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|
2025
Q1 | $759K | Buy |
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|
2024
Q4 | $762K | Buy |
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|
2024
Q3 | $479K | Sell |
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|
2024
Q2 | $590K | Buy |
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|
2024
Q1 | $512K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $12K | Hold |
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|
2014
Q4 | $12K | Hold |
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|
2014
Q3 | $13K | Hold |
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|
2014
Q2 | $12K | Hold |
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|
2014
Q1 | $10K | Hold |
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|
2013
Q4 | $10K | Buy |
|