Heritage Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $223K | Buy |
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|
2025
Q4 | $193K | Hold |
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|
2025
Q3 | $196K | Hold |
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|
2025
Q2 | $208K | Hold |
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|
2025
Q1 | $184K | Hold |
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|
2024
Q4 | $190K | Hold |
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|
2024
Q3 | $225K | Hold |
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|
2024
Q2 | $207K | Hold |
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|
2024
Q1 | $231K | Hold |
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|
2023
Q4 | $208K | Hold |
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|
2023
Q3 | $195K | Sell |
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|
2023
Q2 | $226K | Hold |
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|
2023
Q1 | $215K | Hold |
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|
2022
Q4 | $209K | Hold |
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|
2022
Q3 | $187K | Hold |
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|
2022
Q2 | $196K | Hold |
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|
2022
Q1 | $231K | Hold |
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|
2021
Q4 | $201K | Hold |
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|
2021
Q3 | $182K | Hold |
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|
2021
Q2 | $215K | Hold |
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|
2021
Q1 | $212K | Sell |
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|
2020
Q4 | $206K | Hold |
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|
2020
Q3 | $181K | Hold |
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|
2020
Q2 | $152K | Hold |
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|
2020
Q1 | $131K | Hold |
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|
2019
Q4 | $152K | Hold |
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|
2019
Q3 | $132K | Hold |
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|
2019
Q2 | $140K | Hold |
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|
2019
Q1 | $123K | Hold |
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|
2018
Q4 | $105K | Hold |
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|
2018
Q3 | $126K | Buy |
|