Fortune Financial Advisors’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 | $1.04M | Buy |
13,182
+611
| +5% | +$48.4K | 0.84% | 36 |
|
|
2025
Q1 | $883K | Buy |
12,571
+563
| +5% | +$39.5K | 0.76% | 43 |
|
|
2024
Q4 | $869K | Buy |
12,008
+593
| +5% | +$42.9K | 0.79% | 40 |
|
|
2024
Q3 | $976K | Sell |
11,415
-145
| -1% | -$12.4K | 0.88% | 39 |
|
|
2024
Q2 | $910K | Hold |
11,560
| – | – | 0.56% | 59 |
|
|
2024
Q1 | $1.02M | Buy |
11,560
+36
| +0.3% | +$3.17K | 0.65% | 47 |
|
|
2023
Q4 | $911K | Buy |
11,524
+432
| +4% | +$34.2K | 0.64% | 54 |
|
|
2023
Q3 | $825K | Buy |
11,092
+161
| +1% | +$12K | 0.63% | 51 |
|
|
2023
Q2 | $883K | Buy |
+10,931
| New | +$883K | 0.66% | 47 |
|