KMWM
Keudell/Morrison Wealth Management’s Canadian Imperial Bank of Commerce CM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Sell |
9,287
-195
| -2% | -$13.8K | 0.15% | 97 |
|
|
2025
Q1 | $534K | Sell |
9,482
-264
| -3% | -$14.9K | 0.13% | 105 |
|
|
2024
Q4 | $616K | Sell |
9,746
-2,922
| -23% | -$185K | 0.16% | 93 |
|
|
2024
Q3 | $777K | Hold |
12,668
| – | – | 0.21% | 83 |
|
|
2024
Q2 | $602K | Sell |
12,668
-152
| -1% | -$7.23K | 0.18% | 99 |
|
|
2024
Q1 | $650K | Buy |
12,820
+465
| +4% | +$23.6K | 0.2% | 93 |
|
|
2023
Q4 | $595K | Sell |
12,355
-1,018
| -8% | -$49K | 0.2% | 93 |
|
|
2023
Q3 | $516K | Sell |
13,373
-563
| -4% | -$21.7K | 0.16% | 95 |
|
|
2023
Q2 | $595K | Buy |
13,936
+348
| +3% | +$14.9K | 0.17% | 90 |
|
|
2023
Q1 | $576K | Sell |
13,588
-108
| -0.8% | -$4.58K | 0.17% | 91 |
|
|
2022
Q4 | $554K | Sell |
13,696
-1,640
| -11% | -$66.3K | 0.18% | 91 |
|
|
2022
Q3 | $671K | Sell |
15,336
-146
| -0.9% | -$6.39K | 0.25% | 78 |
|
|
2022
Q2 | $752K | Buy |
15,482
+7,404
| +92% | +$360K | 0.27% | 75 |
|
|
2022
Q1 | $983K | Sell |
8,078
-44
| -0.5% | -$5.35K | 0.41% | 60 |
|
|
2021
Q4 | $947K | Sell |
8,122
-1,098
| -12% | -$128K | 0.37% | 63 |
|
|
2021
Q3 | $1.03M | Sell |
9,220
-578
| -6% | -$64.3K | 0.44% | 55 |
|
|
2021
Q2 | $1.12M | Sell |
9,798
-961
| -9% | -$109K | 0.61% | 51 |
|
|
2021
Q1 | $1.05M | Sell |
10,759
-2,180
| -17% | -$213K | 0.61% | 52 |
|
|
2020
Q4 | $1.11M | Buy |
12,939
+127
| +1% | +$10.9K | 0.7% | 44 |
|
|
2020
Q3 | $957K | Buy |
12,812
+312
| +2% | +$23.3K | 0.62% | 46 |
|
|
2020
Q2 | $837K | Buy |
12,500
+294
| +2% | +$19.7K | 0.69% | 50 |
|
|
2020
Q1 | $708K | Buy |
12,206
+2,809
| +30% | +$163K | 0.69% | 53 |
|
|
2019
Q4 | $782K | Buy |
9,397
+143
| +2% | +$11.9K | 0.54% | 59 |
|
|
2019
Q3 | $764K | Buy |
9,254
+2,291
| +33% | +$189K | 0.63% | 56 |
|
|
2019
Q2 | $526K | Buy |
6,963
+114
| +2% | +$8.61K | 0.46% | 71 |
|
|
2019
Q1 | $542K | Buy |
+6,849
| New | +$542K | 0.48% | 71 |
|