Creative Planning’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 | $5.72M | Buy |
80,695
+12,896
| +19% | +$913K | ﹤0.01% | 717 |
|
|
2025
Q1 | $3.82M | Sell |
67,799
-9,645
| -12% | -$543K | ﹤0.01% | 816 |
|
|
2024
Q4 | $4.9M | Buy |
77,444
+9,952
| +15% | +$629K | ﹤0.01% | 668 |
|
|
2024
Q3 | $4.14M | Buy |
67,492
+7,670
| +13% | +$470K | ﹤0.01% | 713 |
|
|
2024
Q2 | $2.84M | Buy |
59,822
+8,426
| +16% | +$401K | ﹤0.01% | 836 |
|
|
2024
Q1 | $2.61M | Buy |
51,396
+10,235
| +25% | +$519K | ﹤0.01% | 860 |
|
|
2023
Q4 | $1.98M | Buy |
41,161
+12,706
| +45% | +$612K | ﹤0.01% | 916 |
|
|
2023
Q3 | $1.1M | Buy |
28,455
+3,912
| +16% | +$151K | ﹤0.01% | 1123 |
|
|
2023
Q2 | $1.05M | Buy |
24,543
+1,523
| +7% | +$65K | ﹤0.01% | 1103 |
|
|
2023
Q1 | $976K | Buy |
23,020
+6,433
| +39% | +$273K | ﹤0.01% | 1087 |
|
|
2022
Q4 | $671K | Buy |
16,587
+3,907
| +31% | +$158K | ﹤0.01% | 1258 |
|
|
2022
Q3 | $555K | Buy |
12,680
+2,529
| +25% | +$111K | ﹤0.01% | 1265 |
|
|
2022
Q2 | $493K | Buy |
10,151
+2,265
| +29% | +$110K | ﹤0.01% | 1319 |
|
|
2022
Q1 | $480K | Sell |
7,886
-3,506
| -31% | -$213K | ﹤0.01% | 1335 |
|
|
2021
Q4 | $664K | Sell |
11,392
-970
| -8% | -$56.5K | ﹤0.01% | 1150 |
|
|
2021
Q3 | $688K | Buy |
12,362
+570
| +5% | +$31.7K | ﹤0.01% | 1131 |
|
|
2021
Q2 | $671K | Sell |
11,792
-2,966
| -20% | -$169K | ﹤0.01% | 1111 |
|
|
2021
Q1 | $722K | Buy |
14,758
+2,224
| +18% | +$109K | ﹤0.01% | 1194 |
|
|
2020
Q4 | $536K | Sell |
12,534
-5,752
| -31% | -$246K | ﹤0.01% | 1252 |
|
|
2020
Q3 | $683K | Buy |
18,286
+800
| +5% | +$29.9K | ﹤0.01% | 959 |
|
|
2020
Q2 | $586K | Sell |
17,486
-10,600
| -38% | -$355K | ﹤0.01% | 946 |
|
|
2020
Q1 | $814K | Buy |
28,086
+9,900
| +54% | +$287K | ﹤0.01% | 724 |
|
|
2019
Q4 | $757K | Buy |
18,186
+690
| +4% | +$28.7K | ﹤0.01% | 911 |
|
|
2019
Q3 | $722K | Sell |
17,496
-76
| -0.4% | -$3.14K | ﹤0.01% | 889 |
|
|
2019
Q2 | $690K | Sell |
17,572
-2,632
| -13% | -$103K | ﹤0.01% | 909 |
|
|
2019
Q1 | $799K | Sell |
20,204
-104
| -0.5% | -$4.11K | ﹤0.01% | 819 |
|
|
2018
Q4 | $757K | Sell |
20,308
-1,284
| -6% | -$47.9K | ﹤0.01% | 774 |
|
|
2018
Q3 | $1.01M | Buy |
21,592
+1,522
| +8% | +$71.3K | ﹤0.01% | 758 |
|
|
2018
Q2 | $872K | Buy |
20,070
+3,964
| +25% | +$172K | ﹤0.01% | 810 |
|
|
2018
Q1 | $711K | Sell |
16,106
-366
| -2% | -$16.2K | ﹤0.01% | 899 |
|
|
2017
Q4 | $802K | Sell |
16,472
-2,054
| -11% | -$100K | ﹤0.01% | 833 |
|
|
2017
Q3 | $811K | Buy |
18,526
+8,728
| +89% | +$382K | ﹤0.01% | 804 |
|
|
2017
Q2 | $397K | Buy |
9,798
+2,320
| +31% | +$94K | ﹤0.01% | 1132 |
|
|
2017
Q1 | $322K | Sell |
7,478
-2,000
| -21% | -$86.1K | ﹤0.01% | 1210 |
|
|
2016
Q4 | $387K | Buy |
9,478
+592
| +7% | +$24.2K | ﹤0.01% | 1043 |
|
|
2016
Q3 | $344K | Buy |
8,886
+6,446
| +264% | +$250K | ﹤0.01% | 1097 |
|
|
2016
Q2 | $92K | Buy |
2,440
+570
| +30% | +$21.5K | ﹤0.01% | 1715 |
|
|
2016
Q1 | $70K | Buy |
1,870
+336
| +22% | +$12.6K | ﹤0.01% | 1848 |
|
|
2015
Q4 | $51K | Sell |
1,534
-200
| -12% | -$6.65K | ﹤0.01% | 2080 |
|
|
2015
Q3 | $62K | Buy |
+1,734
| New | +$62K | ﹤0.01% | 1876 |
|
|
2015
Q2 | – | Sell |
-2,208
| Closed | -$80K | – | 1382 |
|
|
2015
Q1 | $80K | Buy |
2,208
+293
| +15% | +$10.6K | ﹤0.01% | 1690 |
|
|
2014
Q4 | $81K | Buy |
1,915
+734
| +62% | +$31K | ﹤0.01% | 1652 |
|
|
2014
Q3 | $53K | Sell |
1,181
-1,177
| -50% | -$52.8K | ﹤0.01% | 1867 |
|
|
2014
Q2 | $105K | Buy |
2,358
+1,166
| +98% | +$51.9K | ﹤0.01% | 1391 |
|
|
2014
Q1 | $50K | Hold |
1,192
| – | – | ﹤0.01% | 1785 |
|
|
2013
Q4 | $50K | Hold |
1,192
| – | – | ﹤0.01% | 1607 |
|
|
2013
Q3 | $47K | Hold |
1,192
| – | – | ﹤0.01% | 1546 |
|
|
2013
Q2 | $41K | Buy |
+1,192
| New | +$41K | ﹤0.01% | 1484 |
|