U.S. Capital Wealth 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 | $2.08M | Buy |
26,230
+403
| +2% | +$31.9K | 0.06% | 289 |
|
|
2025
Q1 | $1.81M | Buy |
25,827
+10,568
| +69% | +$742K | 0.06% | 313 |
|
|
2024
Q4 | $1.1M | Sell |
15,259
-7,883
| -34% | -$570K | 0.03% | 406 |
|
|
2024
Q3 | $1.98M | Buy |
23,142
+2,161
| +10% | +$185K | 0.07% | 250 |
|
|
2024
Q2 | $1.65M | Buy |
20,981
+6,949
| +50% | +$547K | 0.06% | 268 |
|
|
2024
Q1 | $1.24M | Buy |
+14,032
| New | +$1.24M | 0.05% | 313 |
|
|
2023
Q4 | – | Sell |
-14,803
| Closed | -$1.1M | – | 667 |
|
|
2023
Q3 | $1.1M | Buy |
14,803
+2,000
| +16% | +$149K | 0.05% | 299 |
|
|
2023
Q2 | $1.03M | Buy |
+12,803
| New | +$1.03M | 0.05% | 319 |
|
|
2023
Q1 | – | Sell |
-1,994
| Closed | -$149K | – | 813 |
|
|
2022
Q4 | $149K | Buy |
+1,994
| New | +$149K | 0.01% | 666 |
|