Keudell/Morrison Wealth 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	$592K	Sell	6,253 -100	-2%	-$9.56K	0.12%	114
2025 Q4	$576K	Buy	+6,353	New	+$545K	0.12%	116
2025 Q2	$658K	Sell	9,287 -195	-2%	-$12.5K	0.15%	97
2025 Q1	$534K	Sell	9,482 -264	-3%	-$15.9K	0.13%	105
2024 Q4	$616K	Sell	9,746 -2,922	-23%	-$186K	0.16%	93
2024 Q3	$777K	Hold	12,668	–	–	0.21%	83
2024 Q2	$602K	Sell	12,668 -152	-1%	-$7.37K	0.18%	99
2024 Q1	$650K	Buy	12,820 +465	+4%	+$22K	0.2%	93
2023 Q4	$595K	Sell	12,355 -1,018	-8%	-$40.7K	0.2%	93
2023 Q3	$516K	Sell	13,373 -563	-4%	-$23.2K	0.16%	95
2023 Q2	$595K	Buy	13,936 +348	+3%	+$14.7K	0.17%	90
2023 Q1	$576K	Sell	13,588 -108	-0.8%	-$4.74K	0.17%	91
2022 Q4	$554K	Sell	13,696 -1,640	-11%	-$72.3K	0.18%	91
2022 Q3	$671K	Sell	15,336 -146	-0.9%	-$7.12K	0.25%	78
2022 Q2	$752K	Sell	15,482 -674	-4%	-$36.7K	0.27%	75
2022 Q1	$983K	Sell	16,156 -88	-0.5%	-$5.56K	0.41%	60
2021 Q4	$947K	Sell	16,244 -2,196	-12%	-$128K	0.37%	63
2021 Q3	$1.03M	Sell	18,440 -1,156	-6%	-$66.6K	0.44%	55
2021 Q2	$1.12M	Sell	19,596 -1,922	-9%	-$105K	0.61%	51
2021 Q1	$1.05M	Sell	21,518 -4,360	-17%	-$201K	0.62%	53
2020 Q4	$1.11M	Buy	25,878 +254	+1%	+$10.3K	0.7%	44
2020 Q3	$957K	Buy	25,624 +624	+2%	+$22.8K	0.62%	46
2020 Q2	$837K	Buy	25,000 +588	+2%	+$18.4K	0.69%	50
2020 Q1	$708K	Buy	24,412 +5,618	+30%	+$209K	0.69%	53
2019 Q4	$782K	Buy	18,794 +286	+2%	+$12.1K	0.54%	59
2019 Q3	$764K	Buy	18,508 +4,582	+33%	+$180K	0.63%	56
2019 Q2	$526K	Buy	13,926 +228	+2%	+$9.18K	0.46%	71
2019 Q1	$542K	Buy	+13,698	New	+$568K	0.48%	71