Modera Wealth Management’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
Q3 | – | Sell |
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|
2025
Q2 | $213K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $205K | Sell |
|
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|
2024
Q3 | $725K | Buy |
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|
2024
Q2 | $452K | Hold |
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|
2024
Q1 | $506K | Hold |
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|
2023
Q4 | $454K | Hold |
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|
2023
Q3 | $427K | Sell |
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|
2023
Q2 | $646K | Buy |
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|
2023
Q1 | $411K | Sell |
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|
2022
Q4 | $417K | Hold |
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|
2022
Q3 | $373K | Hold |
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|
2022
Q2 | $391K | Hold |
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|
2022
Q1 | $462K | Buy |
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|
2021
Q4 | $370K | Buy |
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