Wimmer Associates 1’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 | $255K | Hold |
3,218
| – | – | 0.13% | 100 |
|
2025
Q1 | $253K | Hold |
3,218
| – | – | 0.13% | 99 |
|
2024
Q4 | $233K | Hold |
3,218
| – | – | 0.12% | 104 |
|
2024
Q3 | $275K | Hold |
3,218
| – | – | 0.13% | 102 |
|
2024
Q2 | $253K | Hold |
3,218
| – | – | 0.13% | 104 |
|
2024
Q1 | $284K | Hold |
3,218
| – | – | 0.15% | 98 |
|
2023
Q4 | $254K | Hold |
3,218
| – | – | 0.14% | 100 |
|
2023
Q3 | $239K | Hold |
3,218
| – | – | 0.15% | 100 |
|
2023
Q2 | $260K | Hold |
3,218
| – | – | 0.16% | 102 |
|
2023
Q1 | $267K | Hold |
3,218
| – | – | 0.17% | 98 |
|
2022
Q4 | $240K | Hold |
3,218
| – | – | 0.16% | 102 |
|
2022
Q3 | $240K | Sell |
3,218
-141
| -4% | -$10.5K | 0.16% | 100 |
|
2022
Q2 | $235K | Hold |
3,359
| – | – | 0.15% | 101 |
|
2022
Q1 | $277K | Hold |
3,359
| – | – | 0.15% | 102 |
|
2021
Q4 | $242K | Buy |
+3,359
| New | +$242K | 0.13% | 112 |
|