B. Riley 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 | $579K | Buy |
+7,307
| New | +$579K | 0.03% | 471 |
|
|
2024
Q4 | $711K | Sell |
9,813
-1,468
| -13% | -$106K | 0.02% | 565 |
|
|
2024
Q3 | $963K | Sell |
11,281
-4,401
| -28% | -$376K | 0.03% | 508 |
|
|
2024
Q2 | $1.24M | Sell |
15,682
-2,394
| -13% | -$189K | 0.03% | 471 |
|
|
2024
Q1 | $1.35M | Buy |
18,076
+2,976
| +20% | +$222K | 0.04% | 442 |
|
|
2023
Q4 | $1.2M | Sell |
15,100
-2,976
| -16% | -$236K | 0.03% | 473 |
|
|
2023
Q3 | $1.35M | Buy |
18,076
+3,115
| +21% | +$232K | 0.04% | 442 |
|
|
2023
Q2 | $1.21M | Buy |
14,961
+358
| +2% | +$29K | 0.03% | 502 |
|
|
2023
Q1 | $1.13M | Buy |
14,603
+6,838
| +88% | +$527K | 0.03% | 507 |
|
|
2022
Q4 | $580K | Sell |
7,765
-1,943
| -20% | -$145K | 0.02% | 733 |
|
|
2022
Q3 | $649K | Buy |
9,708
+1,196
| +14% | +$80K | 0.02% | 659 |
|
|
2022
Q2 | $596K | Sell |
8,512
-1,147
| -12% | -$80.3K | 0.03% | 586 |
|
|
2022
Q1 | $799K | Buy |
9,659
+3,371
| +54% | +$279K | 0.03% | 555 |
|
|
2021
Q4 | $453K | Buy |
+6,288
| New | +$453K | 0.01% | 866 |
|
|
2015
Q1 | – | Sell |
-3,540
| Closed | -$136 | – | 833 |
|
|
2014
Q4 | $136 | Sell |
3,540
-5,470
| -61% | -$210 | ﹤0.01% | 1561 |
|
|
2014
Q3 | $374K | Sell |
9,010
-5,135
| -36% | -$213K | 0.1% | 280 |
|
|
2014
Q2 | $251K | Buy |
14,145
+7,185
| +103% | +$127K | 0.06% | 375 |
|
|
2014
Q1 | $209K | Buy |
+6,960
| New | +$209K | 0.06% | 373 |
|