JFS 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
Q2 | $5.11K | Buy |
59
+36
| +157% | +$3.08K | ﹤0.01% | 1262 |
|
|
2026
Q1 | $1.81K | Sell |
23
-133
| -85% | -$10.5K | ﹤0.01% | 1534 |
|
|
2025
Q4 | $11.5K | Sell |
156
-7
| -4% | -$515 | ﹤0.01% | 931 |
|
|
2025
Q3 | $12.1K | Hold |
163
| – | – | ﹤0.01% | 841 |
|
|
2025
Q2 | $12.9K | Buy |
163
+22
| +16% | +$1.69K | ﹤0.01% | 785 |
|
|
2025
Q1 | $9.9K | Sell |
141
-8
| -5% | -$609 | ﹤0.01% | 886 |
|
|
2024
Q4 | $10.8K | Buy |
149
+6
| +4% | +$462 | ﹤0.01% | 828 |
|
|
2024
Q3 | $12.2K | Hold |
143
| – | – | ﹤0.01% | 787 |
|
|
2024
Q2 | $11.3K | Sell |
143
-12
| -8% | -$977 | ﹤0.01% | 761 |
|
|
2024
Q1 | $13.7K | Buy |
155
+2
| +1% | +$168 | ﹤0.01% | 717 |
|
|
2023
Q4 | $12.1K | Buy |
153
+20
| +15% | +$1.46K | ﹤0.01% | 716 |
|
|
2023
Q3 | $9.9K | Buy |
133
+1
| +0.8% | +$79 | ﹤0.01% | 735 |
|
|
2023
Q2 | $10.7K | Buy |
+132
| New | +$10.4K | ﹤0.01% | 711 |
|
|
2023
Q1 | – | Sell |
-138
| Closed | -$10.3K | – | 1963 |
|
|
2022
Q4 | $10.3K | Sell |
138
-45
| -25% | -$3.38K | ﹤0.01% | 700 |
|
|
2022
Q3 | $12K | Sell |
183
-29
| -14% | -$2.19K | ﹤0.01% | 671 |
|
|
2022
Q2 | $15K | Buy |
212
+67
| +46% | +$4.85K | ﹤0.01% | 645 |
|
|
2022
Q1 | $12K | Buy |
145
+109
| +303% | +$8.2K | ﹤0.01% | 733 |
|
|
2021
Q4 | $3K | Buy |
+36
| New | +$2.63K | ﹤0.01% | 925 |
|
|
2019
Q2 | – | Sell |
-135
| Closed | -$6K | – | 465 |
|
|
2019
Q1 | $6K | Buy |
+135
| New | +$5.41K | ﹤0.01% | 381 |
|
|
2018
Q2 | – | Sell |
-60
| Closed | -$2K | – | 481 |
|
|
2018
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 475 |
|
|
2017
Q4 | $2K | Buy |
+60
| New | +$2.09K | ﹤0.01% | 482 |
|
|
2016
Q1 | – | Sell |
-170
| Closed | -$4K | – | 635 |
|
|
2015
Q4 | $4K | Buy |
+170
| New | +$4.77K | ﹤0.01% | 461 |
|
Other funds holding CP
CCMIC
CF
P
HVP
SI
CAM
CIG
MCG
CTA
