Arkadios Wealth Advisors’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 | $245K | Buy |
+3,094
| New | +$245K | 0.01% | 1102 |
|
|
2025
Q1 | – | Sell |
-3,208
| Closed | -$232K | – | 1117 |
|
|
2024
Q4 | $232K | Sell |
3,208
-824
| -20% | -$59.6K | 0.01% | 808 |
|
|
2024
Q3 | $345K | Sell |
4,032
-236
| -6% | -$20.2K | 0.02% | 662 |
|
|
2024
Q2 | $336K | Buy |
4,268
+355
| +9% | +$27.9K | 0.02% | 598 |
|
|
2024
Q1 | $345K | Sell |
3,913
-84
| -2% | -$7.41K | 0.03% | 494 |
|
|
2023
Q4 | $316K | Buy |
3,997
+307
| +8% | +$24.3K | 0.03% | 507 |
|
|
2023
Q3 | $275K | Buy |
3,690
+253
| +7% | +$18.8K | 0.03% | 518 |
|
|
2023
Q2 | $278K | Buy |
3,437
+289
| +9% | +$23.3K | 0.03% | 471 |
|
|
2023
Q1 | $242K | Buy |
3,148
+132
| +4% | +$10.2K | 0.03% | 503 |
|
|
2022
Q4 | $225K | Sell |
3,016
-38
| -1% | -$2.83K | 0.03% | 487 |
|
|
2022
Q3 | $204K | Buy |
+3,054
| New | +$204K | 0.03% | 485 |
|
|
2022
Q2 | – | Sell |
-3,135
| Closed | -$259K | – | 552 |
|
|
2022
Q1 | $259K | Buy |
+3,135
| New | +$259K | 0.03% | 460 |
|