Beacon Pointe 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
Q2 | $5.27M | Sell |
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|
2025
Q1 | $4.91M | Sell |
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|
2024
Q4 | $5.11M | Sell |
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|
2024
Q3 | $6.21M | Sell |
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|
2024
Q2 | $5.97M | Sell |
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|
2024
Q1 | $6.73M | Sell |
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|
2023
Q4 | $6.08M | Sell |
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|
2023
Q3 | $5.79M | Sell |
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|
2023
Q2 | $6.39M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $6.9M | Sell |
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|
2022
Q3 | $6.49M | Sell |
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|
2022
Q2 | $6.79M | Sell |
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|
2022
Q1 | $8.31M | Buy |
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|
2021
Q4 | $6.25M | Buy |
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