Douglas Lane & Associates’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 | $9.68M | Buy |
122,080
+57,616
| +89% | +$4.57M | 0.14% | 116 |
|
|
2025
Q1 | $4.53M | Buy |
+64,464
| New | +$4.53M | 0.07% | 129 |
|
|
2024
Q2 | – | Sell |
-2,840
| Closed | -$250K | – | 234 |
|
|
2024
Q1 | $250K | Sell |
2,840
-360
| -11% | -$31.7K | ﹤0.01% | 219 |
|
|
2023
Q4 | $253K | Sell |
3,200
-44
| -1% | -$3.48K | ﹤0.01% | 219 |
|
|
2023
Q3 | $241K | Buy |
3,244
+35
| +1% | +$2.6K | ﹤0.01% | 215 |
|
|
2023
Q2 | $259K | Sell |
3,209
-169
| -5% | -$13.7K | ﹤0.01% | 207 |
|
|
2023
Q1 | $260K | Hold |
3,378
| – | – | ﹤0.01% | 213 |
|
|
2022
Q4 | $252K | Hold |
3,378
| – | – | ﹤0.01% | 210 |
|
|
2022
Q3 | $225K | Hold |
3,378
| – | – | ﹤0.01% | 205 |
|
|
2022
Q2 | $236K | Hold |
3,378
| – | – | ﹤0.01% | 205 |
|
|
2022
Q1 | $279K | Buy |
3,378
+42
| +1% | +$3.47K | ﹤0.01% | 204 |
|
|
2021
Q4 | $240K | Buy |
+3,336
| New | +$240K | ﹤0.01% | 219 |
|