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Whipplewood Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Whipplewood Advisors’s Portfolio CP Stock Details CP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$62.7K Sell
791
-1,427
-64% -$113K 0.03% 287
2025
Q1 		$178K Sell
2,218
-439
-17% -$35.2K 0.1% 168
2024
Q4 		$192K Buy
+2,657
New +$192K 0.11% 160