Whalen Wealth Management’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 | $394K | Sell |
4,970
-6,479
| -57% | -$514K | 0.25% | 116 |
|
|
2025
Q1 | $804K | Buy |
11,449
+3,383
| +42% | +$238K | 0.54% | 40 |
|
|
2024
Q4 | $584K | Buy |
8,066
+2,368
| +42% | +$171K | 0.4% | 50 |
|
|
2024
Q3 | $487K | Buy |
+5,698
| New | +$487K | 0.34% | 66 |
|
|
2024
Q2 | – | Sell |
-7,420
| Closed | -$654K | – | 109 |
|
|
2024
Q1 | $654K | Sell |
7,420
-413
| -5% | -$36.4K | 0.48% | 39 |
|
|
2023
Q4 | $619K | Buy |
+7,833
| New | +$619K | 0.56% | 49 |
|