Carson Wealth (CWM LLC)’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 | $244K | Buy |
2,573
+32
| +1% | +$3.06K | ﹤0.01% | 2555 |
|
|
2025
Q4 | $230K | Buy |
2,541
+252
| +11% | +$21.6K | ﹤0.01% | 2458 |
|
|
2025
Q3 | $183K | Buy |
2,289
+443
| +24% | +$33.3K | ﹤0.01% | 2517 |
|
|
2025
Q2 | $131K | Buy |
1,846
+49
| +3% | +$3.15K | ﹤0.01% | 2489 |
|
|
2025
Q1 | $101K | Sell |
1,797
-80
| -4% | -$4.83K | ﹤0.01% | 2416 |
|
|
2024
Q4 | $119K | Sell |
1,877
-26
| -1% | -$1.65K | ﹤0.01% | 2169 |
|
|
2024
Q3 | $117K | Buy |
1,903
+95
| +5% | +$5.14K | ﹤0.01% | 2106 |
|
|
2024
Q2 | $86K | Buy |
1,808
+147
| +9% | +$7.13K | ﹤0.01% | 2068 |
|
|
2024
Q1 | $84K | Buy |
1,661
+142
| +9% | +$6.71K | ﹤0.01% | 1979 |
|
|
2023
Q4 | $73K | Sell |
1,519
-463
| -23% | -$18.5K | ﹤0.01% | 1947 |
|
|
2023
Q3 | $77K | Sell |
1,982
-22
| -1% | -$908 | ﹤0.01% | 1795 |
|
|
2023
Q2 | $86K | Buy |
2,004
+844
| +73% | +$35.7K | ﹤0.01% | 1644 |
|
|
2023
Q1 | $49K | Buy |
1,160
+371
| +47% | +$16.3K | ﹤0.01% | 1884 |
|
|
2022
Q4 | $32K | Sell |
789
-374
| -32% | -$16.5K | ﹤0.01% | 2037 |
|
|
2022
Q3 | $51K | Buy |
1,163
+49
| +4% | +$2.39K | ﹤0.01% | 1642 |
|
|
2022
Q2 | $54K | Sell |
1,114
-30
| -3% | -$1.63K | ﹤0.01% | 1598 |
|
|
2022
Q1 | $70K | Buy |
1,144
+352
| +44% | +$22.2K | ﹤0.01% | 1464 |
|
|
2021
Q4 | $46K | Buy |
+792
| New | +$46.1K | ﹤0.01% | 1602 |
|
|
2021
Q2 | $47K | Hold |
820
| – | – | ﹤0.01% | 1423 |
|
|
2021
Q1 | $47K | Hold |
820
| – | – | ﹤0.01% | 1423 |
|
|
2020
Q4 | $47K | Hold |
820
| – | – | ﹤0.01% | 1423 |
|
|
2020
Q3 | $47K | Hold |
820
| – | – | ﹤0.01% | 1423 |
|
|
2020
Q2 | $47K | Hold |
820
| – | – | ﹤0.01% | 1423 |
|
|
2020
Q1 | $47K | Hold |
820
| – | – | ﹤0.01% | 1423 |
|
|
2019
Q4 | $47K | Hold |
820
| – | – | ﹤0.01% | 1423 |
|
|
2019
Q3 | $47K | Hold |
820
| – | – | ﹤0.01% | 1423 |
|
|
2019
Q2 | $47K | Hold |
820
| – | – | ﹤0.01% | 1423 |
|
|
2019
Q1 | $47K | Buy |
820
+770
| +1,540% | +$32K | ﹤0.01% | 1423 |
|
|
2018
Q4 | $2K | Buy |
50
+2
| +4% | +$85 | ﹤0.01% | 1726 |
|
|
2018
Q3 | $2K | Sell |
48
-44
| -48% | -$2.02K | ﹤0.01% | 1511 |
|
|
2018
Q2 | $4K | Buy |
+92
| New | +$4.05K | ﹤0.01% | 1230 |
|
|
2017
Q4 | – | Sell |
-84
| Closed | -$4K | – | 1467 |
|
|
2017
Q3 | $4K | Buy |
+84
| New | +$3.6K | ﹤0.01% | 1123 |
|
Other funds holding CM
VCM
