Independent Advisor Alliance’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 | $539K | Buy |
6,800
+305
| +5% | +$24.2K | 0.02% | 565 |
|
|
2025
Q1 | $456K | Sell |
6,495
-600
| -8% | -$42.1K | 0.02% | 549 |
|
|
2024
Q4 | $513K | Sell |
7,095
-2,261
| -24% | -$164K | 0.01% | 957 |
|
|
2024
Q3 | $800K | Sell |
9,356
-110
| -1% | -$9.41K | 0.03% | 366 |
|
|
2024
Q2 | $745K | Sell |
9,466
-5,105
| -35% | -$402K | 0.03% | 383 |
|
|
2024
Q1 | $1.28M | Sell |
14,571
-1,160
| -7% | -$102K | 0.05% | 283 |
|
|
2023
Q4 | $1.24M | Sell |
15,731
-1,521
| -9% | -$120K | 0.04% | 275 |
|
|
2023
Q3 | $1.28M | Buy |
17,252
+64
| +0.4% | +$4.76K | 0.06% | 257 |
|
|
2023
Q2 | $1.39M | Sell |
17,188
-518
| -3% | -$41.8K | 0.06% | 259 |
|
|
2023
Q1 | $1.36M | Buy |
+17,706
| New | +$1.36M | 0.07% | 246 |
|