CIA
Choate Investment Advisors’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.51M | Buy |
94,734
+5,514
| +6% | +$437K | 0.16% | 67 |
|
|
2025
Q1 | $6.26M | Buy |
89,220
+10,471
| +13% | +$735K | 0.16% | 73 |
|
|
2024
Q4 | $5.7M | Buy |
78,749
+7,890
| +11% | +$571K | 0.14% | 79 |
|
|
2024
Q3 | $6.06M | Sell |
70,859
-6,584
| -9% | -$563K | 0.15% | 76 |
|
|
2024
Q2 | $6.1M | Buy |
77,443
+5,433
| +8% | +$428K | 0.16% | 74 |
|
|
2024
Q1 | $6.35M | Buy |
72,010
+14,037
| +24% | +$1.24M | 0.17% | 74 |
|
|
2023
Q4 | $4.58M | Buy |
57,973
+28,929
| +100% | +$2.29M | 0.14% | 83 |
|
|
2023
Q3 | $2.16M | Buy |
+29,044
| New | +$2.16M | 0.08% | 103 |
|
|
2023
Q2 | – | Sell |
-25,831
| Closed | -$1.99M | – | 349 |
|
|
2023
Q1 | $1.99M | Buy |
25,831
+5,901
| +30% | +$454K | 0.1% | 88 |
|
|
2022
Q4 | $1.49M | Buy |
+19,930
| New | +$1.49M | 0.09% | 94 |
|