WAG
Wiser Advisor Group’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,783
| Closed | -$125K | – | 86 |
|
|
2025
Q1 | $125K | Buy |
1,783
+51
| +3% | +$3.58K | 0.18% | 58 |
|
|
2024
Q4 | $125K | Buy |
1,732
+150
| +9% | +$10.9K | 0.18% | 61 |
|
|
2024
Q3 | $135K | Buy |
1,582
+17
| +1% | +$1.45K | 0.2% | 59 |
|
|
2024
Q2 | $123K | Buy |
1,565
+584
| +60% | +$46K | 0.19% | 61 |
|
|
2024
Q1 | $86.8K | Buy |
981
+70
| +8% | +$6.19K | 0.14% | 73 |
|
|
2023
Q4 | $72K | Buy |
+911
| New | +$72K | 0.12% | 74 |
|