Advisor OS’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $259K | Sell |
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|
2024
Q3 | $522K | Sell |
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|
2024
Q2 | $539K | Sell |
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|
2024
Q1 | $750K | Buy |
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|
2023
Q4 | $646K | Buy |
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|
2023
Q3 | $585K | Buy |
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|
2023
Q2 | $533K | Buy |
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|
2023
Q1 | $471K | Sell |
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|
2022
Q4 | $459K | Buy |
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|
2022
Q3 | $368K | Sell |
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|
2022
Q2 | $386K | Sell |
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|
2022
Q1 | $489K | Sell |
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $903K | Buy |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $861K | Buy |
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|
2020
Q4 | $644K | Buy |
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|
2020
Q3 | $494K | Buy |
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|
2020
Q2 | $211K | Buy |
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