Wealth Enhancement Advisory Services’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.32M | Sell |
102,704
-10,413
| -9% | -$844K | 0.01% | 699 |
|
|
2025
Q1 | $7.94M | Buy |
113,117
+8,627
| +8% | +$606K | 0.02% | 661 |
|
|
2024
Q4 | $7.56M | Buy |
104,490
+21,119
| +25% | +$1.53M | 0.01% | 648 |
|
|
2024
Q3 | $7.13M | Buy |
83,371
+4,307
| +5% | +$368K | 0.02% | 615 |
|
|
2024
Q2 | $6.22M | Sell |
79,064
-1,684
| -2% | -$133K | 0.01% | 627 |
|
|
2024
Q1 | $7.12M | Buy |
80,748
+24,063
| +42% | +$2.12M | 0.02% | 566 |
|
|
2023
Q4 | $4.48M | Buy |
56,685
+4,926
| +10% | +$389K | 0.01% | 636 |
|
|
2023
Q3 | $3.85M | Buy |
51,759
+48,667
| +1,574% | +$3.62M | 0.01% | 643 |
|
|
2023
Q2 | $250K | Sell |
3,092
-1,869
| -38% | -$151K | ﹤0.01% | 462 |
|
|
2023
Q1 | $382K | Buy |
+4,961
| New | +$382K | ﹤0.01% | 413 |
|