Financial Advocates Investment Management’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
Q3 | – | Sell |
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|
2025
Q2 | $206K | Sell |
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|
2025
Q1 | $365K | Sell |
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|
2024
Q4 | $654K | Sell |
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|
2024
Q3 | $911K | Buy |
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|
2024
Q2 | $836K | Sell |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $878K | Buy |
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|
2023
Q3 | $807K | Buy |
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|
2023
Q2 | $728K | Buy |
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|
2023
Q1 | $685K | Sell |
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|
2022
Q4 | $680K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $660K | Buy |
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