Lantz Financial’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
$260K Buy
3,674
+55
+2% +$3.9K 0.06% 197
2025
Q1
$204K Buy
3,619
+13
+0.4% +$732 0.06% 212
2024
Q4
$228K Sell
3,606
-2,246
-38% -$142K 0.06% 205
2024
Q3
$359K Buy
5,852
+28
+0.5% +$1.72K 0.1% 164
2024
Q2
$277K Buy
5,824
+385
+7% +$18.3K 0.09% 174
2024
Q1
$276K Buy
5,439
+78
+1% +$3.96K 0.09% 173
2023
Q4
$258K Sell
5,361
-11
-0.2% -$530 0.09% 173
2023
Q3
$207K Sell
5,372
-8
-0.1% -$309 0.08% 175
2023
Q2
$230K Buy
5,380
+566
+12% +$24.2K 0.09% 166
2023
Q1
$204K Buy
+4,814
New +$204K 0.08% 181
2022
Q4
Sell
-4,649
Closed -$203K 184
2022
Q3
$203K Buy
4,649
+77
+2% +$3.36K 0.11% 155
2022
Q2
$222K Sell
4,572
-532
-10% -$25.8K 0.1% 153
2022
Q1
$311K Buy
5,104
+442
+9% +$26.9K 0.13% 135
2021
Q4
$272K Sell
4,662
-454
-9% -$26.5K 0.13% 134
2021
Q3
$285K Sell
5,116
-484
-9% -$27K 0.15% 125
2021
Q2
$319K Sell
5,600
-202
-3% -$11.5K 0.16% 116
2021
Q1
$284K Buy
5,802
+198
+4% +$9.69K 0.16% 111
2020
Q4
$239K Buy
+5,604
New +$239K 0.15% 109