Crestwood Advisors Group’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	$756K	Buy	7,977 +376	+5%	+$35.9K	0.01%	337
2025 Q4	$689K	Buy	7,601 +388	+5%	+$33.3K	0.01%	337
2025 Q3	$576K	Buy	7,213 +22	+0.3%	+$1.66K	0.01%	348
2025 Q2	$509K	Buy	7,191 +287	+4%	+$18.5K	0.01%	345
2025 Q1	$389K	Sell	6,904 -103	-1%	-$6.21K	0.01%	381
2024 Q4	$443K	Buy	7,007 +75	+1%	+$4.77K	0.01%	323
2024 Q3	$425K	Buy	6,932 +140	+2%	+$7.58K	0.01%	321
2024 Q2	$323K	Sell	6,792 -14	-0.2%	-$679	0.01%	340
2024 Q1	$345K	Hold	6,806	–	–	0.01%	327
2023 Q4	$328K	Buy	6,806 +20	+0.3%	+$800	0.01%	319
2023 Q3	$262K	Sell	6,786 -383	-5%	-$15.8K	0.01%	310
2023 Q2	$306K	Hold	7,169	–	–	0.01%	213
2023 Q1	$304K	Sell	7,169 -3,751	-34%	-$165K	0.01%	222
2022 Q4	$442K	Sell	10,920 -1,887	-15%	-$83.2K	0.02%	200
2022 Q3	$560K	Sell	12,807 -239	-2%	-$11.6K	0.02%	181
2022 Q2	$633K	Hold	13,046	–	–	0.02%	178
2022 Q1	$794K	Hold	13,046	–	–	0.02%	178
2021 Q4	$760K	Hold	13,046	–	–	0.02%	181
2021 Q3	$726K	Hold	13,046	–	–	0.02%	172
2021 Q2	$743K	Hold	13,046	–	–	0.02%	175
2021 Q1	$638K	Sell	13,046 -1,050	-7%	-$48.5K	0.02%	178
2020 Q4	$602K	Sell	14,096 -3,776	-21%	-$154K	0.02%	179
2020 Q3	$668K	Sell	17,872 -500	-3%	-$18.3K	0.03%	147
2020 Q2	$615K	Hold	18,372	–	–	0.02%	148
2020 Q1	$533K	Hold	18,372	–	–	0.03%	147
2019 Q4	$764K	Hold	18,372	–	–	0.03%	150
2019 Q3	$758K	Hold	18,372	–	–	0.03%	141
2019 Q2	$722K	Buy	+18,372	New	+$740K	0.03%	143