Montag & Associates’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 | $271K | Hold |
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|
2025
Q2 | $289K | Sell |
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|
2025
Q1 | $307K | Hold |
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|
2024
Q4 | $316K | Hold |
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|
2024
Q3 | $373K | Hold |
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|
2024
Q2 | $344K | Hold |
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|
2024
Q1 | $385K | Hold |
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|
2023
Q4 | $345K | Buy |
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|
2023
Q3 | $269K | Hold |
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|
2023
Q2 | $292K | Hold |
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|
2023
Q1 | $278K | Hold |
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|
2022
Q4 | $270K | Sell |
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|
2022
Q3 | $266K | Sell |
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|
2022
Q2 | $420K | Sell |
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|
2022
Q1 | $578K | Sell |
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|
2021
Q4 | $1.91M | Buy |
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|
2021
Q3 | $47K | Hold |
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|
2021
Q2 | $56K | Hold |
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|
2021
Q1 | $55K | Hold |
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|
2020
Q4 | $50K | Buy |
|