Moneta Group Investment Advisors’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 | $202K | Buy |
+2,545
| New | +$202K | ﹤0.01% | 675 |
|
|
2024
Q4 | – | Sell |
-3,452
| Closed | -$295K | – | 673 |
|
|
2024
Q3 | $295K | Buy |
3,452
+892
| +35% | +$76.3K | ﹤0.01% | 524 |
|
|
2024
Q2 | $276K | Buy |
2,560
+28
| +1% | +$3.02K | ﹤0.01% | 511 |
|
|
2024
Q1 | $302K | Sell |
2,532
-905
| -26% | -$108K | ﹤0.01% | 487 |
|
|
2023
Q4 | $272K | Buy |
3,437
+7
| +0.2% | +$553 | 0.01% | 466 |
|
|
2023
Q3 | $255K | Buy |
3,430
+499
| +17% | +$37.1K | 0.01% | 436 |
|
|
2023
Q2 | $314K | Sell |
2,931
-731
| -20% | -$78.2K | 0.01% | 422 |
|
|
2023
Q1 | $282K | Buy |
+3,662
| New | +$282K | 0.01% | 426 |
|