Berger Financial Group’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 | $712K | Sell |
10,051
-50
| -0.5% | -$3.54K | 0.05% | 225 |
|
|
2025
Q1 | $569K | Sell |
10,101
-277
| -3% | -$15.6K | 0.04% | 246 |
|
|
2024
Q4 | $656K | Sell |
10,378
-36
| -0.3% | -$2.28K | 0.05% | 218 |
|
|
2024
Q3 | $639K | Sell |
10,414
-20
| -0.2% | -$1.23K | 0.05% | 203 |
|
|
2024
Q2 | $496K | Sell |
10,434
-60
| -0.6% | -$2.85K | 0.04% | 216 |
|
|
2024
Q1 | $532K | Hold |
10,494
| – | – | 0.04% | 198 |
|
|
2023
Q4 | $505K | Hold |
10,494
| – | – | 0.05% | 166 |
|
|
2023
Q3 | $405K | Hold |
10,494
| – | – | 0.05% | 173 |
|
|
2023
Q2 | $448K | Sell |
10,494
-14
| -0.1% | -$598 | 0.05% | 168 |
|
|
2023
Q1 | $446K | Sell |
10,508
-64
| -0.6% | -$2.72K | 0.05% | 169 |
|
|
2022
Q4 | $428K | Buy |
10,572
+53
| +0.5% | +$2.14K | 0.06% | 167 |
|
|
2022
Q3 | $460K | Buy |
10,519
+146
| +1% | +$6.39K | 0.07% | 147 |
|
|
2022
Q2 | $504K | Buy |
10,373
+471
| +5% | +$22.9K | 0.07% | 137 |
|
|
2022
Q1 | $602K | Sell |
9,902
-34
| -0.3% | -$2.07K | 0.08% | 132 |
|
|
2021
Q4 | $579K | Buy |
9,936
+680
| +7% | +$39.6K | 0.08% | 138 |
|
|
2021
Q3 | $515K | Buy |
9,256
+60
| +0.7% | +$3.34K | 0.09% | 115 |
|
|
2021
Q2 | $524K | Hold |
9,196
| – | – | 0.09% | 112 |
|
|
2021
Q1 | $450K | Sell |
9,196
-322
| -3% | -$15.8K | 0.1% | 119 |
|
|
2020
Q4 | $407K | Buy |
+9,518
| New | +$407K | 0.07% | 143 |
|