Bartlett & Co Wealth Management’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 | $482K | Sell |
6,804
-1,252
| -16% | -$88.7K | 0.01% | 337 |
|
|
2025
Q1 | $454K | Hold |
8,056
| – | – | 0.01% | 344 |
|
|
2024
Q4 | $509K | Hold |
8,056
| – | – | 0.01% | 321 |
|
|
2024
Q3 | $494K | Hold |
8,056
| – | – | 0.01% | 331 |
|
|
2024
Q2 | $383K | Sell |
8,056
-840
| -9% | -$39.9K | 0.01% | 356 |
|
|
2024
Q1 | $457K | Hold |
8,896
| – | – | 0.01% | 336 |
|
|
2023
Q4 | $433K | Hold |
8,896
| – | – | 0.01% | 366 |
|
|
2023
Q3 | $349K | Hold |
8,896
| – | – | 0.01% | 379 |
|
|
2023
Q2 | $386K | Hold |
8,896
| – | – | 0.01% | 375 |
|
|
2023
Q1 | $384K | Hold |
8,896
| – | – | 0.01% | 308 |
|
|
2022
Q4 | $366K | Hold |
8,896
| – | – | 0.01% | 317 |
|
|
2022
Q3 | $395K | Hold |
8,896
| – | – | 0.01% | 302 |
|
|
2022
Q2 | $438K | Hold |
8,896
| – | – | 0.01% | 294 |
|
|
2022
Q1 | $547K | Hold |
8,896
| – | – | 0.01% | 288 |
|
|
2021
Q4 | $524K | Buy |
+8,896
| New | +$524K | 0.01% | 292 |
|
|
2019
Q2 | – | Sell |
-18
| Closed | -$721 | – | 775 |
|
|
2019
Q1 | $721 | Buy |
+18
| New | +$721 | ﹤0.01% | 699 |
|