Optimum 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 | $62.8K | Hold |
792
| – | – | 0.03% | 315 |
|
|
2025
Q1 | $55.6K | Hold |
792
| – | – | 0.03% | 324 |
|
|
2024
Q4 | $57.3K | Hold |
792
| – | – | 0.03% | 322 |
|
|
2024
Q3 | $67.7K | Hold |
792
| – | – | 0.03% | 319 |
|
|
2024
Q2 | $62.4K | Hold |
792
| – | – | 0.03% | 332 |
|
|
2024
Q1 | $69.8K | Hold |
792
| – | – | 0.03% | 321 |
|
|
2023
Q4 | $62.6K | Hold |
792
| – | – | 0.03% | 323 |
|
|
2023
Q3 | $58.9K | Hold |
792
| – | – | 0.03% | 345 |
|
|
2023
Q2 | $64K | Hold |
792
| – | – | 0.03% | 338 |
|
|
2023
Q1 | $60.9K | Hold |
792
| – | – | 0.03% | 342 |
|
|
2022
Q4 | $59.1K | Hold |
792
| – | – | 0.03% | 354 |
|
|
2022
Q3 | $53K | Hold |
792
| – | – | 0.03% | 366 |
|
|
2022
Q2 | $55K | Hold |
792
| – | – | 0.03% | 379 |
|
|
2022
Q1 | $65K | Hold |
792
| – | – | 0.03% | 388 |
|
|
2021
Q4 | $57K | Buy |
+792
| New | +$57K | 0.02% | 439 |
|
|
2015
Q1 | $18K | Hold |
500
| – | – | 0.01% | 707 |
|
|
2014
Q4 | $19K | Hold |
500
| – | – | 0.01% | 730 |
|
|
2014
Q3 | $21K | Hold |
500
| – | – | 0.01% | 628 |
|
|
2014
Q2 | $18K | Hold |
500
| – | – | 0.01% | 678 |
|
|
2014
Q1 | $15K | Hold |
500
| – | – | 0.01% | 549 |
|
|
2013
Q4 | $15K | Hold |
500
| – | – | 0.01% | 555 |
|
|
2013
Q3 | $12K | Buy |
+500
| New | +$12K | ﹤0.01% | 558 |
|