United Capital 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 | $294K | Sell |
3,705
-357
| -9% | -$28.3K | ﹤0.01% | 925 |
|
|
2025
Q1 | $285K | Buy |
4,062
+52
| +1% | +$3.65K | ﹤0.01% | 897 |
|
|
2024
Q4 | $290K | Buy |
4,010
+406
| +11% | +$29.4K | ﹤0.01% | 886 |
|
|
2024
Q3 | $308K | Sell |
3,604
-92
| -2% | -$7.87K | ﹤0.01% | 862 |
|
|
2024
Q2 | $291K | Buy |
3,696
+112
| +3% | +$8.82K | ﹤0.01% | 864 |
|
|
2024
Q1 | $316K | Buy |
3,584
+80
| +2% | +$7.05K | ﹤0.01% | 854 |
|
|
2023
Q4 | $277K | Sell |
3,504
-1,437
| -29% | -$114K | ﹤0.01% | 896 |
|
|
2023
Q3 | $368K | Sell |
4,941
-633
| -11% | -$47.1K | ﹤0.01% | 698 |
|
|
2023
Q2 | $450K | Sell |
5,574
-586
| -10% | -$47.3K | ﹤0.01% | 692 |
|
|
2023
Q1 | $474K | Sell |
6,160
-255
| -4% | -$19.6K | ﹤0.01% | 731 |
|
|
2022
Q4 | $479K | Buy |
6,415
+160
| +3% | +$11.9K | ﹤0.01% | 767 |
|
|
2022
Q3 | $417K | Buy |
6,255
+1,111
| +22% | +$74.1K | ﹤0.01% | 801 |
|
|
2022
Q2 | $359K | Sell |
5,144
-466
| -8% | -$32.5K | ﹤0.01% | 890 |
|
|
2022
Q1 | $463K | Sell |
5,610
-117
| -2% | -$9.66K | ﹤0.01% | 848 |
|
|
2021
Q4 | $412K | Buy |
+5,727
| New | +$412K | ﹤0.01% | 914 |
|
|
2019
Q4 | – | Sell |
-3,545
| Closed | -$158K | – | 1365 |
|
|
2019
Q3 | $158K | Sell |
3,545
-1,955
| -36% | -$87.1K | ﹤0.01% | 1206 |
|
|
2019
Q2 | $259K | Buy |
+5,500
| New | +$259K | ﹤0.01% | 1252 |
|
|
2018
Q4 | – | Sell |
-4,980
| Closed | -$211K | – | 1296 |
|
|
2018
Q3 | $211K | Sell |
4,980
-1,040
| -17% | -$44.1K | ﹤0.01% | 1239 |
|
|
2018
Q2 | $220K | Sell |
6,020
-85
| -1% | -$3.11K | ﹤0.01% | 1200 |
|
|
2018
Q1 | $216K | Buy |
+6,105
| New | +$216K | ﹤0.01% | 1212 |
|
|
2015
Q3 | – | Sell |
-40,785
| Closed | -$1.31M | – | 1256 |
|
|
2015
Q2 | $1.31M | Sell |
40,785
-775
| -2% | -$24.8K | 0.02% | 678 |
|
|
2015
Q1 | $1.58M | Sell |
41,560
-3,550
| -8% | -$135K | 0.02% | 618 |
|
|
2014
Q4 | $1.74M | Buy |
+45,110
| New | +$1.74M | 0.03% | 510 |
|