West Family Investments’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 | $342K | Buy |
4,314
+1,458
| +51% | +$116K | 0.09% | 231 |
|
2025
Q1 | $201K | Buy |
+2,856
| New | +$201K | 0.08% | 251 |
|
2024
Q4 | – | Sell |
-2,858
| Closed | -$244K | – | 292 |
|
2024
Q3 | $244K | Buy |
+2,858
| New | +$244K | 0.08% | 240 |
|
2024
Q2 | – | Sell |
-2,375
| Closed | -$209K | – | 256 |
|
2024
Q1 | $209K | Buy |
+2,375
| New | +$209K | 0.07% | 239 |
|
2023
Q1 | – | Sell |
-2,763
| Closed | -$206K | – | 221 |
|
2022
Q4 | $206K | Buy |
+2,763
| New | +$206K | 0.07% | 211 |
|
2022
Q2 | – | Sell |
-3,443
| Closed | -$284K | – | 253 |
|
2022
Q1 | $284K | Buy |
+3,443
| New | +$284K | 0.08% | 199 |
|
2021
Q3 | – | Sell |
-3,800
| Closed | -$292K | – | 349 |
|
2021
Q2 | $292K | Buy |
+3,800
| New | +$292K | 0.08% | 235 |
|