Plante Moran Financial 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
Q3 | $5.44K | Hold |
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|
2025
Q2 | $5.79K | Sell |
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|
2025
Q1 | $31.5K | Sell |
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|
2024
Q4 | $36K | Buy |
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|
2024
Q3 | $39.8K | Hold |
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|
2024
Q2 | $36.6K | Hold |
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|
2024
Q1 | $41K | Buy |
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|
2023
Q4 | $29.6K | Sell |
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|
2023
Q3 | $55.8K | Hold |
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|
2023
Q2 | $60.6K | Hold |
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|
2023
Q1 | $57.7K | Sell |
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|
2022
Q4 | $66.8K | Buy |
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|
2022
Q3 | $50K | Hold |
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|
2022
Q2 | $52K | Hold |
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|
2022
Q1 | $62K | Hold |
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|
2021
Q4 | $54K | Hold |
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|
2021
Q3 | $49K | Hold |
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|
2021
Q2 | $58K | Hold |
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|
2021
Q1 | $57K | Hold |
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|
2020
Q4 | $52K | Hold |
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|
2020
Q3 | $46K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $5K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $32K | Hold |
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|
2018
Q2 | $27K | Hold |
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|
2018
Q1 | $26K | Hold |
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|
2017
Q4 | $27K | Sell |
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|
2017
Q3 | $27K | Sell |
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|
2017
Q2 | $26K | Buy |
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|
2017
Q1 | $24K | Sell |
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|
2016
Q4 | $27K | Hold |
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|
2016
Q3 | $29K | Sell |
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|
2016
Q2 | $25K | Hold |
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|
2016
Q1 | $25K | Buy |
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|
2015
Q4 | $19K | Hold |
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|
2015
Q3 | $22K | Hold |
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|
2015
Q2 | $24K | Hold |
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|
2015
Q1 | $27K | Hold |
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|
2014
Q4 | $29K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1K | Hold |
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|
2013
Q3 | $1K | Buy |
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