Essex Financial Services’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 | $391K | Sell |
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|
2025
Q1 | $351K | Sell |
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|
2024
Q4 | $364K | Sell |
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|
2024
Q3 | $405K | Buy |
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|
2024
Q2 | $391K | Buy |
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|
2024
Q1 | $438K | Buy |
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|
2023
Q4 | $389K | Buy |
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|
2023
Q3 | $364K | Sell |
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|
2023
Q2 | $400K | Sell |
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|
2023
Q1 | $481K | Buy |
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|
2022
Q4 | $314K | Buy |
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|
2022
Q3 | $281K | Buy |
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|
2022
Q2 | $294K | Sell |
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|
2022
Q1 | $354K | Buy |
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|
2021
Q4 | $309K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $219K | Sell |
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|
2015
Q4 | $276K | Buy |
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|
2015
Q3 | $256K | Sell |
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|
2015
Q2 | $316K | Sell |
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|
2015
Q1 | $372K | Sell |
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|
2014
Q4 | $431K | Buy |
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|
2014
Q3 | $449K | Hold |
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|
2014
Q2 | $392K | Buy |
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|
2014
Q1 | $273K | Hold |
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|
2013
Q4 | $275K | Sell |
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|
2013
Q3 | $225 | Buy |
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