Allworth Financial’s Canadian Imperial Bank of Commerce CM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.2K | Buy |
1,189
+73
| +7% | +$5.17K | ﹤0.01% | 1627 |
|
|
2025
Q1 | $67.4K | Sell |
1,116
-4
| -0.4% | -$241 | ﹤0.01% | 1404 |
|
|
2024
Q4 | $71.3K | Buy |
1,120
+805
| +256% | +$51.2K | ﹤0.01% | 1407 |
|
|
2024
Q3 | $19.3K | Sell |
315
-50
| -14% | -$3.07K | ﹤0.01% | 1934 |
|
|
2024
Q2 | $18.2K | Sell |
365
-125
| -26% | -$6.25K | ﹤0.01% | 1942 |
|
|
2024
Q1 | $24.9K | Buy |
490
+351
| +253% | +$17.8K | ﹤0.01% | 1646 |
|
|
2023
Q4 | $6.69K | Buy |
+139
| New | +$6.69K | ﹤0.01% | 2149 |
|
|
2023
Q3 | – | Sell |
-107
| Closed | -$4.57K | – | 3454 |
|
|
2023
Q2 | $4.57K | Buy |
107
+80
| +296% | +$3.42K | ﹤0.01% | 2148 |
|
|
2023
Q1 | $1.15K | Buy |
+27
| New | +$1.15K | ﹤0.01% | 2622 |
|
|
2022
Q4 | – | Sell |
-2,000
| Closed | -$88K | – | 3041 |
|
|
2022
Q3 | $88K | Sell |
2,000
-69
| -3% | -$3.04K | ﹤0.01% | 803 |
|
|
2022
Q2 | $100K | Buy |
2,069
+69
| +3% | +$3.34K | ﹤0.01% | 711 |
|
|
2022
Q1 | $122K | Hold |
2,000
| – | – | ﹤0.01% | 680 |
|
|
2021
Q4 | $117K | Hold |
2,000
| – | – | ﹤0.01% | 647 |
|
|
2021
Q3 | $111K | Hold |
2,000
| – | – | ﹤0.01% | 593 |
|
|
2021
Q2 | $114K | Hold |
2,000
| – | – | ﹤0.01% | 458 |
|
|
2021
Q1 | $98K | Hold |
2,000
| – | – | ﹤0.01% | 451 |
|
|
2020
Q4 | $85K | Hold |
2,000
| – | – | ﹤0.01% | 393 |
|
|
2020
Q3 | $75K | Hold |
2,000
| – | – | ﹤0.01% | 367 |
|
|
2020
Q2 | $67K | Hold |
2,000
| – | – | ﹤0.01% | 373 |
|
|
2020
Q1 | $58K | Hold |
2,000
| – | – | ﹤0.01% | 380 |
|
|
2019
Q4 | $83K | Buy |
+2,000
| New | +$83K | ﹤0.01% | 302 |
|
|
2018
Q4 | – | Sell |
-58
| Closed | -$3K | – | 871 |
|
|
2018
Q3 | $3K | Buy |
58
+14
| +32% | +$724 | ﹤0.01% | 724 |
|
|
2018
Q2 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 776 |
|