Summit Asset Management’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 | $476K | Buy |
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|
2025
Q1 | $415K | Hold |
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|
2024
Q4 | $427K | Hold |
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|
2024
Q3 | $505K | Sell |
|
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|
2024
Q2 | $528K | Buy |
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|
2024
Q1 | $521K | Hold |
|
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|
2023
Q4 | $467K | Hold |
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|
2023
Q3 | $439K | Hold |
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|
2023
Q2 | $477K | Hold |
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|
2023
Q1 | $454K | Buy |
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|
2022
Q4 | $426K | Hold |
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|
2022
Q3 | $381K | Hold |
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|
2022
Q2 | $399K | Sell |
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|
2022
Q1 | $535K | Buy |
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|
2021
Q4 | $416K | Buy |
|