Beverly Hills Private Wealth’s Canadian Imperial Bank of Commerce CM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$355K Sell
3,748
-367
-9% -$35.1K 0.06% 232
2025
Q4
$373K Sell
4,115
-516
-11% -$44.3K 0.06% 215
2025
Q3
$370K Sell
4,631
-616
-12% -$46.4K 0.07% 228
2025
Q2
$372K Sell
5,247
-433
-8% -$27.9K 0.07% 222
2025
Q1
$320K Sell
5,680
-46
-0.8% -$2.78K 0.06% 249
2024
Q4
$362K Sell
5,726
-2,029
-26% -$129K 0.07% 215
2024
Q3
$476K Sell
7,755
-232
-3% -$12.6K 0.1% 194
2024
Q2
$380K Buy
7,987
+8
+0.1% +$388 0.08% 231
2024
Q1
$405K Buy
7,979
+1,245
+18% +$58.8K 0.09% 229
2023
Q4
$324K Sell
6,734
-2,027
-23% -$81K 0.08% 241
2023
Q3
$338K Sell
8,761
-8,995
-51% -$371K 0.1% 213
2023
Q2
$756K Buy
17,756
+10,063
+131% +$425K 0.12% 180
2023
Q1
$326K Buy
+7,693
New +$338K 0.1% 211

Other funds holding CM