Cerity Partners’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 | $2.14M | Sell |
30,183
-2,376
| -7% | -$168K | ﹤0.01% | 1184 |
|
2025
Q1 | $1.83M | Buy |
32,559
+17,103
| +111% | +$963K | ﹤0.01% | 1165 |
|
2024
Q4 | $958K | Sell |
15,456
-9,129
| -37% | -$566K | ﹤0.01% | 1436 |
|
2024
Q3 | $1.51M | Buy |
24,585
+8,620
| +54% | +$529K | ﹤0.01% | 1215 |
|
2024
Q2 | $759K | Sell |
15,965
-5,071
| -24% | -$241K | ﹤0.01% | 1346 |
|
2024
Q1 | $1.07M | Buy |
21,036
+11,258
| +115% | +$571K | ﹤0.01% | 1241 |
|
2023
Q4 | $471K | Buy |
+9,778
| New | +$471K | ﹤0.01% | 1289 |
|
2023
Q3 | – | Sell |
-14,871
| Closed | -$635K | – | 1445 |
|
2023
Q2 | $635K | Buy |
14,871
+1,107
| +8% | +$47.2K | ﹤0.01% | 1087 |
|
2023
Q1 | $584K | Buy |
13,764
+4,050
| +42% | +$172K | ﹤0.01% | 1219 |
|
2022
Q4 | $393K | Sell |
9,714
-2,622
| -21% | -$106K | ﹤0.01% | 1048 |
|
2022
Q3 | $540K | Buy |
12,336
+1,664
| +16% | +$72.8K | 0.01% | 692 |
|
2022
Q2 | $519K | Buy |
10,672
+318
| +3% | +$15.5K | 0.01% | 728 |
|
2022
Q1 | $629K | Buy |
10,354
+1,816
| +21% | +$110K | 0.01% | 541 |
|
2021
Q4 | $500K | Sell |
8,538
-1,544
| -15% | -$90.4K | 0.01% | 595 |
|
2021
Q3 | $561K | Sell |
10,082
-6,796
| -40% | -$378K | 0.01% | 437 |
|
2021
Q2 | $961K | Sell |
16,878
-6,192
| -27% | -$353K | 0.02% | 371 |
|
2021
Q1 | $1.13M | Sell |
23,070
-642
| -3% | -$31.4K | 0.03% | 334 |
|
2020
Q4 | $1.01M | Sell |
23,712
-646
| -3% | -$27.6K | 0.03% | 306 |
|
2020
Q3 | $910K | Buy |
+24,358
| New | +$910K | 0.04% | 255 |
|
2018
Q2 | – | Sell |
-8,330
| Closed | -$368K | – | 542 |
|
2018
Q1 | $368K | Buy |
8,330
+524
| +7% | +$23.1K | 0.03% | 388 |
|
2017
Q4 | $380K | Buy |
7,806
+966
| +14% | +$47K | 0.03% | 390 |
|
2017
Q3 | $299K | Buy |
+6,840
| New | +$299K | 0.02% | 439 |
|
2017
Q2 | – | Sell |
-5,844
| Closed | -$252K | – | 354 |
|
2017
Q1 | $252K | Buy |
+5,844
| New | +$252K | 0.02% | 376 |
|