Montis Financial’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 | $274K | Hold |
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|
2025
Q2 | $291K | Hold |
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|
2025
Q1 | $258K | Sell |
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|
2024
Q4 | $298K | Buy |
|
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|
2024
Q3 | $314K | Hold |
|
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|
2024
Q2 | $289K | Hold |
|
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|
2024
Q1 | $324K | Hold |
|
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|
2023
Q4 | $291K | Hold |
|
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|
2023
Q3 | $274K | Hold |
|
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|
2023
Q2 | $297K | Hold |
|
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|
2023
Q1 | $283K | Hold |
|
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|
2022
Q4 | $274K | Hold |
|
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|
2022
Q3 | $245K | Buy |
|
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|
2022
Q2 | $242K | Sell |
|
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|
2022
Q1 | $286K | Hold |
|
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|
2021
Q4 | $249K | Buy |
|