Valeo 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 | $220K | Sell |
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|
2025
Q2 | $272K | Buy |
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|
2025
Q1 | $239K | Buy |
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|
2024
Q4 | $234K | Sell |
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|
2024
Q3 | $284K | Buy |
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|
2024
Q2 | $261K | Sell |
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|
2024
Q1 | $283K | Buy |
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|
2023
Q4 | $264K | Sell |
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|
2023
Q3 | $265K | Buy |
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|
2023
Q2 | $276K | Sell |
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|
2023
Q1 | $272K | Buy |
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|
2022
Q4 | $245K | Buy |
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|
2022
Q3 | $204K | Sell |
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|
2022
Q2 | $234K | Sell |
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|
2022
Q1 | $307K | Buy |
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|
2021
Q4 | $240K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $111K | Hold |
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|
2020
Q4 | $101K | Hold |
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|
2020
Q3 | $89K | Buy |
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|
2020
Q2 | $73K | Buy |
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|
2020
Q1 | $62K | Hold |
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|
2019
Q4 | $70K | Sell |
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|
2019
Q3 | $85K | Sell |
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|
2019
Q2 | $102K | Hold |
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|
2019
Q1 | $89K | Buy |
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|
2018
Q4 | $77K | Buy |
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|
2018
Q3 | $86K | Buy |
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|
2018
Q2 | $84K | Hold |
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|
2018
Q1 | $73K | Hold |
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|
2017
Q4 | $76K | Hold |
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|
2017
Q3 | $70K | Buy |
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