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 |
|