Mount Yale Investment Advisors’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
Q2 | $1.63M | Sell |
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|
2025
Q1 | $1.48M | Sell |
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|
2024
Q4 | $1.57M | Sell |
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|
2024
Q3 | $2.64M | Sell |
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|
2024
Q2 | $2.64M | Sell |
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|
2024
Q1 | $4.48M | Sell |
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|
2023
Q4 | $4.21M | Sell |
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|
2023
Q3 | $4.16M | Buy |
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|
2023
Q2 | $3.91M | Sell |
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|
2023
Q1 | $3.81M | Sell |
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|
2022
Q4 | $3.77M | Buy |
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|
2022
Q3 | $3.35M | Sell |
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|
2022
Q2 | $3.55M | Sell |
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|
2022
Q1 | $4.32M | Sell |
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|
2021
Q4 | $3.9M | Sell |
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|
2021
Q3 | $3.61M | Sell |
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|
2021
Q2 | $4.31M | Sell |
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|
2021
Q1 | $4.39M | Buy |
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|
2020
Q4 | $3.97M | Buy |
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|
2020
Q3 | $3.43M | Buy |
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|
2020
Q2 | $2.84M | Buy |
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|
2020
Q1 | $2.42M | Sell |
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|
2019
Q4 | $3.06M | Buy |
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|
2019
Q3 | $2.7M | Sell |
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|
2019
Q2 | $2.75M | Sell |
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|
2019
Q1 | $2.62M | Sell |
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|
2018
Q4 | $2.57M | Sell |
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|
2018
Q3 | $2.93M | Buy |
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|
2018
Q2 | $2.48M | Buy |
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|
2018
Q1 | $2.38M | Buy |
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