Loring Wolcott & Coolidge Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Sell |
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|
2025
Q1 | $199K | Hold |
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|
2024
Q4 | $220K | Hold |
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|
2024
Q3 | $214K | Sell |
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|
2024
Q2 | $333K | Hold |
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|
2024
Q1 | $342K | Hold |
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|
2023
Q4 | $318K | Sell |
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|
2023
Q3 | $430K | Hold |
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|
2023
Q2 | $473K | Buy |
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|
2023
Q1 | $304K | Sell |
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|
2022
Q4 | $304K | Sell |
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|
2022
Q3 | $281K | Hold |
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|
2022
Q2 | $294K | Sell |
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|
2022
Q1 | $385K | Sell |
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|
2021
Q4 | $888K | Buy |
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|
2021
Q3 | $187K | Hold |
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|
2021
Q2 | $221K | Buy |
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|
2021
Q1 | $216K | Hold |
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|
2020
Q4 | $198K | Hold |
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|
2020
Q3 | $174K | Hold |
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|
2020
Q2 | $146K | Hold |
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|
2020
Q1 | $125K | Hold |
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|
2019
Q4 | $145K | Hold |
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|
2019
Q3 | $127K | Hold |
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|
2019
Q2 | $134K | Sell |
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|
2019
Q1 | $139K | Hold |
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|
2018
Q4 | $120K | Hold |
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|
2018
Q3 | $143K | Sell |
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|
2018
Q2 | $125K | Sell |
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|
2018
Q1 | $139K | Hold |
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|
2017
Q4 | $144K | Hold |
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|
2017
Q3 | $132K | Hold |
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|
2017
Q2 | $123K | Buy |
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|
2017
Q1 | $116K | Sell |
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|
2016
Q4 | $115K | Hold |
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|
2016
Q3 | $123K | Sell |
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|
2016
Q2 | $104K | Buy |
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|
2016
Q1 | $108K | Hold |
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|
2015
Q4 | $103K | Hold |
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|
2015
Q3 | $130K | Hold |
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|
2015
Q2 | $130K | Hold |
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|
2015
Q1 | $148K | Hold |
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|
2014
Q4 | $156K | Buy |
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|
2014
Q3 | $168K | Buy |
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|
2014
Q2 | $128K | Hold |
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|
2014
Q1 | $107K | Sell |
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|
2013
Q4 | $183K | Buy |
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|
2013
Q3 | $145K | Hold |
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|
2013
Q2 | $143K | Buy |
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