CAPTRUST Financial Advisors’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 | $471K | Buy |
6,651
+787
| +13% | +$55.7K | ﹤0.01% | 1767 |
|
|
2025
Q1 | $330K | Sell |
5,864
-168
| -3% | -$9.46K | ﹤0.01% | 1882 |
|
|
2024
Q4 | $381K | Sell |
6,032
-4,027
| -40% | -$255K | ﹤0.01% | 1763 |
|
|
2024
Q3 | $617K | Sell |
10,059
-511
| -5% | -$31.3K | ﹤0.01% | 1465 |
|
|
2024
Q2 | $502K | Sell |
10,570
-40
| -0.4% | -$1.9K | ﹤0.01% | 1497 |
|
|
2024
Q1 | $538K | Sell |
10,610
-3,526
| -25% | -$179K | ﹤0.01% | 1446 |
|
|
2023
Q4 | $681K | Sell |
14,136
-2,407
| -15% | -$116K | ﹤0.01% | 1517 |
|
|
2023
Q3 | $639K | Buy |
16,543
+229
| +1% | +$8.84K | ﹤0.01% | 1485 |
|
|
2023
Q2 | $696K | Sell |
16,314
-613
| -4% | -$26.2K | ﹤0.01% | 1435 |
|
|
2023
Q1 | $718K | Sell |
16,927
-276
| -2% | -$11.7K | ﹤0.01% | 1215 |
|
|
2022
Q4 | $696K | Sell |
17,203
-1,028
| -6% | -$41.6K | ﹤0.01% | 1163 |
|
|
2022
Q3 | $798K | Buy |
18,231
+263
| +1% | +$11.5K | ﹤0.01% | 1034 |
|
|
2022
Q2 | $884K | Buy |
17,968
+11,992
| +201% | +$590K | 0.01% | 895 |
|
|
2022
Q1 | $367K | Sell |
5,976
-62
| -1% | -$3.81K | ﹤0.01% | 1314 |
|
|
2021
Q4 | $356K | Buy |
6,038
+996
| +20% | +$58.7K | ﹤0.01% | 1294 |
|
|
2021
Q3 | $284K | Buy |
5,042
+186
| +4% | +$10.5K | ﹤0.01% | 1327 |
|
|
2021
Q2 | $279K | Buy |
4,856
+52
| +1% | +$2.99K | ﹤0.01% | 1314 |
|
|
2021
Q1 | $238K | Buy |
4,804
+150
| +3% | +$7.43K | ﹤0.01% | 1357 |
|
|
2020
Q4 | $202K | Buy |
4,654
+30
| +0.6% | +$1.3K | ﹤0.01% | 1178 |
|
|
2020
Q3 | $175K | Sell |
4,624
-36
| -0.8% | -$1.36K | ﹤0.01% | 1089 |
|
|
2020
Q2 | $157K | Sell |
4,660
-600
| -11% | -$20.2K | ﹤0.01% | 1143 |
|
|
2020
Q1 | $144K | Sell |
5,260
-800
| -13% | -$21.9K | ﹤0.01% | 978 |
|
|
2019
Q4 | $256K | Buy |
6,060
+5,630
| +1,309% | +$238K | ﹤0.01% | 896 |
|
|
2019
Q3 | $18K | Hold |
430
| – | – | ﹤0.01% | 1330 |
|
|
2019
Q2 | $17K | Hold |
430
| – | – | ﹤0.01% | 1322 |
|
|
2019
Q1 | $17K | Buy |
+430
| New | +$17K | ﹤0.01% | 1207 |
|
|
2018
Q3 | – | Sell |
-306
| Closed | -$13K | – | 1581 |
|
|
2018
Q2 | $13K | Hold |
306
| – | – | ﹤0.01% | 1082 |
|
|
2018
Q1 | $14K | Hold |
306
| – | – | ﹤0.01% | 933 |
|
|
2017
Q4 | $15K | Buy |
+306
| New | +$15K | ﹤0.01% | 875 |
|