Beverly Hills Private Wealth’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 | $372K | Sell |
5,247
-433
| -8% | -$30.7K | 0.07% | 221 |
|
|
2025
Q1 | $320K | Sell |
5,680
-46
| -0.8% | -$2.59K | 0.06% | 249 |
|
|
2024
Q4 | $362K | Sell |
5,726
-2,029
| -26% | -$128K | 0.07% | 215 |
|
|
2024
Q3 | $476K | Sell |
7,755
-232
| -3% | -$14.2K | 0.1% | 194 |
|
|
2024
Q2 | $380K | Buy |
7,987
+8
| +0.1% | +$380 | 0.08% | 231 |
|
|
2024
Q1 | $405K | Buy |
7,979
+1,245
| +18% | +$63.1K | 0.09% | 229 |
|
|
2023
Q4 | $324K | Sell |
6,734
-2,027
| -23% | -$97.6K | 0.08% | 241 |
|
|
2023
Q3 | $338K | Sell |
8,761
-8,995
| -51% | -$347K | 0.1% | 213 |
|
|
2023
Q2 | $756K | Buy |
17,756
+10,063
| +131% | +$428K | 0.12% | 180 |
|
|
2023
Q1 | $326K | Buy |
+7,693
| New | +$326K | 0.1% | 211 |
|