Kovitz Investment Group Partners’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 | $1.16M | Sell |
14,588
-382
| -3% | -$30.3K | ﹤0.01% | 766 |
|
|
2025
Q1 | $1.05M | Buy |
14,970
+91
| +0.6% | +$6.39K | 0.01% | 725 |
|
|
2024
Q4 | $1.08M | Buy |
14,879
+4,447
| +43% | +$322K | 0.01% | 702 |
|
|
2024
Q3 | $588K | Buy |
10,432
+4,458
| +75% | +$251K | ﹤0.01% | 726 |
|
|
2024
Q2 | $470K | Buy |
5,974
+816
| +16% | +$64.3K | ﹤0.01% | 656 |
|
|
2024
Q1 | $455K | Buy |
+5,158
| New | +$455K | 0.01% | 517 |
|