Forum Financial Management’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	–	Sell	-6,483	Closed	-$587K	–	466
2025 Q4	$587K	Buy	6,483 +300	+5%	+$25.7K	0.01%	409
2025 Q3	$494K	Hold	6,183	–	–	0.01%	459
2025 Q2	$438K	Sell	6,183 -316	-5%	-$20.3K	0.01%	470
2025 Q1	$366K	Hold	6,499	–	–	0.01%	491
2024 Q4	$411K	Buy	6,499 +1,203	+23%	+$76.5K	0.01%	467
2024 Q3	$325K	Hold	5,296	–	–	0.01%	477
2024 Q2	$252K	Hold	5,296	–	–	﹤0.01%	554
2024 Q1	$269K	Buy	5,296 +150	+3%	+$7.08K	﹤0.01%	549
2023 Q4	$248K	Buy	+5,146	New	+$206K	﹤0.01%	545
2023 Q3	–	Sell	-5,146	Closed	-$220K	–	648
2023 Q2	$220K	Buy	5,146 +150	+3%	+$6.34K	﹤0.01%	576
2023 Q1	$212K	Hold	4,996	–	–	0.01%	540
2022 Q4	$202K	Hold	4,996	–	–	0.01%	545
2022 Q3	$219K	Hold	4,996	–	–	0.01%	466
2022 Q2	$243K	Hold	4,996	–	–	0.01%	440
2022 Q1	$303K	Hold	4,996	–	–	0.01%	390
2021 Q4	$291K	Buy	+4,996	New	+$291K	0.02%	436