SS&H Financial 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 | $514K | Hold |
6,489
| – | – | 0.17% | 86 |
|
|
2025
Q1 | $456K | Hold |
6,489
| – | – | 0.17% | 91 |
|
|
2024
Q4 | $470K | Hold |
6,489
| – | – | 0.17% | 95 |
|
|
2024
Q3 | $555K | Hold |
6,489
| – | – | 0.2% | 86 |
|
|
2024
Q2 | $510K | Hold |
6,489
| – | – | 0.2% | 85 |
|
|
2024
Q1 | $572K | Hold |
6,489
| – | – | 0.24% | 83 |
|
|
2023
Q4 | $513K | Hold |
6,489
| – | – | 0.22% | 85 |
|
|
2023
Q3 | $483K | Buy |
+6,489
| New | +$483K | 0.23% | 87 |
|
|
2023
Q1 | – | Sell |
-7,065
| Closed | -$527K | – | 119 |
|
|
2022
Q4 | $527K | Hold |
7,065
| – | – | 0.25% | 81 |
|
|
2022
Q3 | $471K | Hold |
7,065
| – | – | 0.24% | 80 |
|
|
2022
Q2 | $493K | Hold |
7,065
| – | – | 0.23% | 84 |
|
|
2022
Q1 | $583K | Buy |
+7,065
| New | +$583K | 0.23% | 89 |
|