CIA
Concurrent 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 | $644K | Buy |
8,123
+2,133
| +36% | +$169K | 0.01% | 755 |
|
|
2025
Q1 | $421K | Buy |
5,990
+2,467
| +70% | +$173K | 0.01% | 791 |
|
|
2024
Q4 | $255K | Buy |
3,523
+1,039
| +42% | +$75.2K | 0.01% | 878 |
|
|
2024
Q3 | $212K | Sell |
2,484
-618
| -20% | -$52.9K | 0.01% | 916 |
|
|
2024
Q2 | $244K | Sell |
3,102
-2,256
| -42% | -$178K | 0.01% | 795 |
|
|
2024
Q1 | $472K | Sell |
5,358
-2,615
| -33% | -$231K | 0.02% | 563 |
|
|
2023
Q4 | $630K | Buy |
+7,973
| New | +$630K | 0.03% | 433 |
|