Crestwood Advisors Group’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 | $509K | Buy |
7,191
+287
| +4% | +$20.3K | 0.01% | 344 |
|
|
2025
Q1 | $389K | Sell |
6,904
-103
| -1% | -$5.8K | 0.01% | 378 |
|
|
2024
Q4 | $443K | Buy |
7,007
+75
| +1% | +$4.74K | 0.01% | 320 |
|
|
2024
Q3 | $425K | Buy |
6,932
+140
| +2% | +$8.59K | 0.01% | 320 |
|
|
2024
Q2 | $323K | Sell |
6,792
-14
| -0.2% | -$666 | 0.01% | 340 |
|
|
2024
Q1 | $345K | Hold |
6,806
| – | – | 0.01% | 327 |
|
|
2023
Q4 | $328K | Buy |
6,806
+20
| +0.3% | +$963 | 0.01% | 319 |
|
|
2023
Q3 | $262K | Sell |
6,786
-383
| -5% | -$14.8K | 0.01% | 310 |
|
|
2023
Q2 | $306K | Hold |
7,169
| – | – | 0.01% | 213 |
|
|
2023
Q1 | $304K | Sell |
7,169
-3,751
| -34% | -$159K | 0.01% | 222 |
|
|
2022
Q4 | $442K | Sell |
10,920
-1,887
| -15% | -$76.3K | 0.02% | 200 |
|
|
2022
Q3 | $560K | Sell |
12,807
-239
| -2% | -$10.5K | 0.02% | 181 |
|
|
2022
Q2 | $633K | Hold |
13,046
| – | – | 0.02% | 177 |
|
|
2022
Q1 | $794K | Hold |
13,046
| – | – | 0.02% | 177 |
|
|
2021
Q4 | $760K | Hold |
13,046
| – | – | 0.02% | 180 |
|
|
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% | -$51.3K | 0.02% | 178 |
|
|
2020
Q4 | $602K | Sell |
14,096
-3,776
| -21% | -$161K | 0.02% | 178 |
|
|
2020
Q3 | $668K | Sell |
17,872
-500
| -3% | -$18.7K | 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 | +$722K | 0.03% | 143 |
|