B. Riley Wealth Advisors’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
Q3 | $453K | Sell |
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|
2025
Q2 | $579K | Buy |
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|
2024
Q4 | $711K | Sell |
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|
2024
Q3 | $963K | Sell |
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|
2024
Q2 | $1.24M | Sell |
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|
2024
Q1 | $1.35M | Buy |
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $1.21M | Buy |
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|
2023
Q1 | $1.13M | Buy |
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|
2022
Q4 | $580K | Sell |
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|
2022
Q3 | $649K | Buy |
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|
2022
Q2 | $596K | Sell |
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|
2022
Q1 | $799K | Buy |
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|
2021
Q4 | $453K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $136 | Sell |
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|
2014
Q3 | $374K | Sell |
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|
2014
Q2 | $251K | Buy |
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|
2014
Q1 | $209K | Buy |
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