Wealthcare Advisory Partners’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 | $965K | Sell |
12,171
-368
| -3% | -$29.2K | 0.02% | 492 |
|
|
2025
Q1 | $880K | Sell |
12,539
-11,895
| -49% | -$835K | 0.02% | 468 |
|
|
2024
Q4 | $1.77M | Buy |
24,434
+114
| +0.5% | +$8.25K | 0.05% | 296 |
|
|
2024
Q3 | $2.08M | Sell |
24,320
-59
| -0.2% | -$5.05K | 0.06% | 262 |
|
|
2024
Q2 | $1.92M | Sell |
24,379
-542
| -2% | -$42.7K | 0.06% | 243 |
|
|
2024
Q1 | $2.2M | Buy |
24,921
+19,489
| +359% | +$1.72M | 0.07% | 216 |
|
|
2023
Q4 | $429K | Sell |
5,432
-1,130
| -17% | -$89.3K | 0.02% | 514 |
|
|
2023
Q3 | $488K | Sell |
6,562
-121
| -2% | -$9K | 0.02% | 437 |
|
|
2023
Q2 | $540K | Sell |
6,683
-36
| -0.5% | -$2.91K | 0.02% | 430 |
|
|
2023
Q1 | $517K | Hold |
6,719
| – | – | 0.02% | 451 |
|
|
2022
Q4 | $501K | Sell |
6,719
-69
| -1% | -$5.15K | 0.02% | 426 |
|
|
2022
Q3 | $453K | Buy |
6,788
+219
| +3% | +$14.6K | 0.03% | 388 |
|
|
2022
Q2 | $459K | Buy |
6,569
+147
| +2% | +$10.3K | 0.03% | 338 |
|
|
2022
Q1 | $530K | Sell |
6,422
-25
| -0.4% | -$2.06K | 0.03% | 301 |
|
|
2021
Q4 | $464K | Buy |
6,447
+280
| +5% | +$20.2K | 0.03% | 328 |
|
|
2021
Q3 | $401K | Buy |
6,167
+467
| +8% | +$30.4K | 0.03% | 358 |
|
|
2021
Q2 | $438K | Buy |
5,700
+15
| +0.3% | +$1.15K | 0.03% | 341 |
|
|
2021
Q1 | $431K | Buy |
+5,685
| New | +$431K | 0.03% | 319 |
|
|
2020
Q2 | – | Sell |
-40
| Closed | -$2K | – | 503 |
|
|
2020
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 1273 |
|
|
2019
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 1247 |
|
|
2019
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 1201 |
|
|
2019
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 1175 |
|
|
2019
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 1083 |
|
|
2018
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 1128 |
|
|
2018
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 1109 |
|
|
2018
Q2 | $1K | Sell |
40
-45
| -53% | -$1.13K | ﹤0.01% | 1169 |
|
|
2018
Q1 | $3K | Hold |
85
| – | – | ﹤0.01% | 905 |
|
|
2017
Q4 | $3K | Buy |
85
+40
| +89% | +$1.41K | ﹤0.01% | 864 |
|
|
2017
Q3 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 758 |
|