WMS Partners’s Canadian Pacific Kansas City CP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $204K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $11.6M | Hold |
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|
2018
Q2 | $9.99M | Sell |
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|
2018
Q1 | $9.64M | Sell |
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|
2017
Q4 | $10.4M | Hold |
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|
2017
Q3 | $9.56M | Buy |
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|
2017
Q2 | $9.13M | Hold |
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|
2017
Q1 | $8.35M | Hold |
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|
2016
Q4 | $8.11M | Hold |
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|
2016
Q3 | $8.67M | Buy |
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|
2016
Q2 | $7.29M | Hold |
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|
2016
Q1 | $7.51M | Sell |
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|
2015
Q4 | $7.23M | Sell |
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|
2015
Q3 | $8.13M | Sell |
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|
2015
Q2 | $9.11M | Hold |
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|
2015
Q1 | $10.4M | Buy |
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|
2014
Q4 | $10.2M | Hold |
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|
2014
Q3 | $11M | Hold |
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|
2014
Q2 | $9.63M | Hold |
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|
2014
Q1 | $8M | Buy |
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|
2013
Q4 | $8.04M | Hold |
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|
2013
Q3 | $6.55M | Hold |
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|
2013
Q2 | $6.45M | Buy |
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