Wunderlich Capital Managemnt’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
Q2 | $266K | Sell |
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|
2024
Q1 | $302K | Sell |
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|
2023
Q4 | $308K | Hold |
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|
2023
Q3 | $290K | Hold |
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|
2023
Q2 | $315K | Sell |
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|
2023
Q1 | $302K | Sell |
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|
2022
Q4 | $293K | Hold |
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|
2022
Q3 | $262K | Sell |
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|
2022
Q2 | $276K | Hold |
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|
2022
Q1 | $326K | Sell |
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|
2021
Q4 | $288K | Hold |
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|
2021
Q3 | $260K | Sell |
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|
2021
Q2 | $320K | Sell |
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|
2021
Q1 | $325K | Sell |
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|
2020
Q4 | $320K | Hold |
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|
2020
Q3 | $281K | Sell |
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|
2020
Q2 | $241K | Sell |
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|
2020
Q1 | $208K | Hold |
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|
2019
Q4 | $241K | Sell |
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|
2019
Q3 | $212K | Sell |
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|
2019
Q2 | $226K | Sell |
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|
2019
Q1 | $200K | Hold |
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|
2018
Q4 | $173K | Hold |
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|
2018
Q3 | $206K | Sell |
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|
2018
Q2 | $179K | Sell |
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|
2018
Q1 | $179K | Sell |
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|
2017
Q4 | $187K | Sell |
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|
2017
Q3 | $174K | Sell |
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|
2017
Q2 | $168K | Hold |
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|
2017
Q1 | $154K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $162K | Sell |
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|
2016
Q2 | $139K | Hold |
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|
2016
Q1 | $143K | Hold |
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|
2015
Q4 | $137K | Buy |
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