Montis Financial’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 | $291K | Hold |
3,676
| – | – | 0.08% | 110 |
|
|
2025
Q1 | $258K | Sell |
3,676
-441
| -11% | -$31K | 0.08% | 120 |
|
|
2024
Q4 | $298K | Buy |
4,117
+441
| +12% | +$31.9K | 0.09% | 114 |
|
|
2024
Q3 | $314K | Hold |
3,676
| – | – | 0.11% | 90 |
|
|
2024
Q2 | $289K | Hold |
3,676
| – | – | 0.13% | 64 |
|
|
2024
Q1 | $324K | Hold |
3,676
| – | – | 0.15% | 62 |
|
|
2023
Q4 | $291K | Hold |
3,676
| – | – | 0.17% | 55 |
|
|
2023
Q3 | $274K | Hold |
3,676
| – | – | 0.18% | 55 |
|
|
2023
Q2 | $297K | Hold |
3,676
| – | – | 0.2% | 45 |
|
|
2023
Q1 | $283K | Hold |
3,676
| – | – | 0.22% | 45 |
|
|
2022
Q4 | $274K | Hold |
3,676
| – | – | 0.23% | 45 |
|
|
2022
Q3 | $245K | Buy |
3,676
+216
| +6% | +$14.4K | 0.24% | 46 |
|
|
2022
Q2 | $242K | Sell |
3,460
-2
| -0.1% | -$140 | 0.23% | 50 |
|
|
2022
Q1 | $286K | Hold |
3,462
| – | – | 0.22% | 48 |
|
|
2021
Q4 | $249K | Buy |
+3,462
| New | +$249K | 0.18% | 74 |
|