Carson Wealth (CWM LLC)’s Canadian Imperial Bank of Commerce CM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Buy |
1,846
+49
| +3% | +$3.48K | ﹤0.01% | 2487 |
|
|
2025
Q1 | $101K | Sell |
1,797
-80
| -4% | -$4.5K | ﹤0.01% | 2414 |
|
|
2024
Q4 | $119K | Sell |
1,877
-26
| -1% | -$1.65K | ﹤0.01% | 2167 |
|
|
2024
Q3 | $117K | Buy |
1,903
+95
| +5% | +$5.84K | ﹤0.01% | 2104 |
|
|
2024
Q2 | $86K | Buy |
1,808
+147
| +9% | +$6.99K | ﹤0.01% | 2066 |
|
|
2024
Q1 | $84K | Buy |
1,661
+142
| +9% | +$7.18K | ﹤0.01% | 1977 |
|
|
2023
Q4 | $73K | Sell |
1,519
-463
| -23% | -$22.3K | ﹤0.01% | 1945 |
|
|
2023
Q3 | $77K | Sell |
1,982
-22
| -1% | -$855 | ﹤0.01% | 1794 |
|
|
2023
Q2 | $86K | Buy |
2,004
+844
| +73% | +$36.2K | ﹤0.01% | 1642 |
|
|
2023
Q1 | $49K | Buy |
1,160
+371
| +47% | +$15.7K | ﹤0.01% | 1882 |
|
|
2022
Q4 | $32K | Sell |
789
-374
| -32% | -$15.2K | ﹤0.01% | 2035 |
|
|
2022
Q3 | $51K | Buy |
1,163
+49
| +4% | +$2.15K | ﹤0.01% | 1640 |
|
|
2022
Q2 | $54K | Sell |
1,114
-30
| -3% | -$1.45K | ﹤0.01% | 1596 |
|
|
2022
Q1 | $70K | Buy |
1,144
+352
| +44% | +$21.5K | ﹤0.01% | 1462 |
|
|
2021
Q4 | $46K | Buy |
+792
| New | +$46K | ﹤0.01% | 1600 |
|
|
2021
Q2 | $47K | Hold |
820
| – | – | ﹤0.01% | 1420 |
|
|
2021
Q1 | $47K | Hold |
820
| – | – | ﹤0.01% | 1420 |
|
|
2020
Q4 | $47K | Hold |
820
| – | – | ﹤0.01% | 1420 |
|
|
2020
Q3 | $47K | Hold |
820
| – | – | ﹤0.01% | 1420 |
|
|
2020
Q2 | $47K | Hold |
820
| – | – | ﹤0.01% | 1420 |
|
|
2020
Q1 | $47K | Hold |
820
| – | – | ﹤0.01% | 1420 |
|
|
2019
Q4 | $47K | Hold |
820
| – | – | ﹤0.01% | 1420 |
|
|
2019
Q3 | $47K | Hold |
820
| – | – | ﹤0.01% | 1420 |
|
|
2019
Q2 | $47K | Hold |
820
| – | – | ﹤0.01% | 1420 |
|
|
2019
Q1 | $47K | Buy |
820
+770
| +1,540% | +$44.1K | ﹤0.01% | 1420 |
|
|
2018
Q4 | $2K | Buy |
50
+2
| +4% | +$80 | ﹤0.01% | 1720 |
|
|
2018
Q3 | $2K | Sell |
48
-44
| -48% | -$1.83K | ﹤0.01% | 1507 |
|
|
2018
Q2 | $4K | Buy |
+92
| New | +$4K | ﹤0.01% | 1226 |
|
|
2017
Q4 | – | Sell |
-84
| Closed | -$4K | – | 1466 |
|
|
2017
Q3 | $4K | Buy |
+84
| New | +$4K | ﹤0.01% | 1122 |
|