Avantax Advisory Services’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
Q2 | $1.76M | Sell |
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|
2025
Q1 | $1.59M | Sell |
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|
2024
Q4 | $1.8M | Sell |
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|
2024
Q3 | $2.97M | Buy |
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|
2024
Q2 | $2.68M | Buy |
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|
2024
Q1 | $517K | Sell |
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|
2023
Q4 | $499K | Sell |
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|
2023
Q3 | $472K | Sell |
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|
2023
Q2 | $534K | Sell |
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|
2023
Q1 | $574K | Sell |
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|
2022
Q4 | $678K | Buy |
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|
2022
Q3 | $606K | Buy |
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|
2022
Q2 | $606K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $517K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $272K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $236K | Sell |
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|
2020
Q3 | $315K | Buy |
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