Geneos Wealth Management’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 | $111K | Sell |
1,572
-2,466
| -61% | -$175K | ﹤0.01% | 1211 |
|
|
2025
Q1 | $227K | Buy |
4,038
+2,245
| +125% | +$126K | ﹤0.01% | 1175 |
|
|
2024
Q4 | $113K | Buy |
1,793
+72
| +4% | +$4.55K | ﹤0.01% | 1024 |
|
|
2024
Q3 | $106K | Buy |
1,721
+922
| +115% | +$56.6K | ﹤0.01% | 947 |
|
|
2024
Q2 | $38K | Hold |
799
| – | – | ﹤0.01% | 1158 |
|
|
2024
Q1 | $40.5K | Sell |
799
-110
| -12% | -$5.58K | ﹤0.01% | 1144 |
|
|
2023
Q4 | $43.8K | Sell |
909
-10,252
| -92% | -$494K | ﹤0.01% | 1108 |
|
|
2023
Q3 | $431K | Sell |
11,161
-841
| -7% | -$32.5K | 0.02% | 496 |
|
|
2023
Q2 | $512K | Buy |
12,002
+8,744
| +268% | +$373K | 0.03% | 457 |
|
|
2023
Q1 | $138K | Sell |
3,258
-5,981
| -65% | -$254K | 0.01% | 749 |
|
|
2022
Q4 | $374K | Buy |
9,239
+1,587
| +21% | +$64.2K | 0.02% | 476 |
|
|
2022
Q3 | $334K | Sell |
7,652
-1,874
| -20% | -$81.8K | 0.02% | 474 |
|
|
2022
Q2 | $467K | Buy |
9,526
+1,474
| +18% | +$72.3K | 0.02% | 515 |
|
|
2022
Q1 | $489K | Buy |
8,052
+314
| +4% | +$19.1K | 0.02% | 537 |
|
|
2021
Q4 | $450K | Hold |
7,738
| – | – | 0.02% | 609 |
|
|
2021
Q3 | $434K | Hold |
7,738
| – | – | 0.02% | 607 |
|
|
2021
Q2 | $444K | Buy |
7,738
+300
| +4% | +$17.2K | 0.02% | 585 |
|
|
2021
Q1 | $386K | Buy |
7,438
+250
| +3% | +$13K | 0.01% | 704 |
|
|
2020
Q4 | $352K | Buy |
7,188
+750
| +12% | +$36.7K | 0.01% | 635 |
|
|
2020
Q3 | $239K | Hold |
6,438
| – | – | 0.01% | 629 |
|
|
2020
Q2 | $211K | Buy |
6,438
+400
| +7% | +$13.1K | 0.01% | 649 |
|
|
2020
Q1 | $167K | Buy |
6,038
+1,300
| +27% | +$36K | 0.01% | 670 |
|
|
2019
Q4 | $196K | Sell |
4,738
-200
| -4% | -$8.27K | 0.01% | 707 |
|
|
2019
Q3 | $203K | Hold |
4,938
| – | – | 0.01% | 658 |
|
|
2019
Q2 | $193K | Buy |
4,938
+922
| +23% | +$36K | 0.01% | 679 |
|
|
2019
Q1 | $158K | Hold |
4,016
| – | – | 0.01% | 724 |
|
|
2018
Q4 | $149K | Hold |
4,016
| – | – | 0.01% | 692 |
|
|
2018
Q3 | $188K | Sell |
4,016
-100
| -2% | -$4.68K | 0.01% | 663 |
|
|
2018
Q2 | $178K | Buy |
4,116
+400
| +11% | +$17.3K | 0.01% | 592 |
|
|
2018
Q1 | $164K | Sell |
3,716
-100
| -3% | -$4.41K | 0.01% | 589 |
|
|
2017
Q4 | $185K | Buy |
3,816
+620
| +19% | +$30.1K | 0.02% | 558 |
|
|
2017
Q3 | $139K | Buy |
3,196
+200
| +7% | +$8.7K | 0.01% | 612 |
|
|
2017
Q2 | $121K | Sell |
2,996
-1,100
| -27% | -$44.4K | 0.01% | 629 |
|
|
2017
Q1 | $176K | Buy |
4,096
+3,260
| +390% | +$140K | 0.02% | 514 |
|
|
2016
Q4 | $34K | Hold |
836
| – | – | ﹤0.01% | 972 |
|
|
2016
Q3 | $32K | Hold |
836
| – | – | ﹤0.01% | 960 |
|
|
2016
Q2 | $31K | Hold |
836
| – | – | ﹤0.01% | 966 |
|
|
2016
Q1 | $31K | Buy |
+836
| New | +$31K | ﹤0.01% | 952 |
|