United Capital 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 | $274K | Sell |
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|
2025
Q2 | $294K | Sell |
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|
2025
Q1 | $285K | Buy |
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|
2024
Q4 | $290K | Buy |
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|
2024
Q3 | $308K | Sell |
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|
2024
Q2 | $291K | Buy |
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|
2024
Q1 | $316K | Buy |
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|
2023
Q4 | $277K | Sell |
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|
2023
Q3 | $368K | Sell |
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|
2023
Q2 | $450K | Sell |
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|
2023
Q1 | $474K | Sell |
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|
2022
Q4 | $479K | Buy |
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|
2022
Q3 | $417K | Buy |
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|
2022
Q2 | $359K | Sell |
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|
2022
Q1 | $463K | Sell |
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|
2021
Q4 | $412K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $158K | Sell |
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|
2019
Q2 | $259K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $211K | Sell |
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|
2018
Q2 | $220K | Sell |
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|
2018
Q1 | $216K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.31M | Sell |
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|
2015
Q1 | $1.58M | Sell |
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|
2014
Q4 | $1.74M | Buy |
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