Lipe & Dalton’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 | $5.83M | Sell |
82,240
-3,470
| -4% | -$246K | 3.15% | 7 |
|
2025
Q1 | $4.83M | Sell |
85,710
-280
| -0.3% | -$15.8K | 2.7% | 10 |
|
2024
Q4 | $5.44M | Sell |
85,990
-70
| -0.1% | -$4.43K | 2.88% | 7 |
|
2024
Q3 | $5.28M | Sell |
86,060
-1,260
| -1% | -$77.3K | 2.67% | 9 |
|
2024
Q2 | $4.15M | Sell |
87,320
-3,320
| -4% | -$158K | 2.23% | 13 |
|
2024
Q1 | $4.6M | Buy |
90,640
+170
| +0.2% | +$8.62K | 2.37% | 14 |
|
2023
Q4 | $4.36M | Buy |
90,470
+550
| +0.6% | +$26.5K | 2.36% | 13 |
|
2023
Q3 | $3.47M | Sell |
89,920
-500
| -0.6% | -$19.3K | 2.09% | 18 |
|
2023
Q2 | $3.86M | Sell |
90,420
-610
| -0.7% | -$26K | 2.2% | 14 |
|
2023
Q1 | $3.86M | Sell |
91,030
-3,750
| -4% | -$159K | 2.21% | 17 |
|
2022
Q4 | $3.83M | Sell |
94,780
-1,080
| -1% | -$43.7K | 2.21% | 17 |
|
2022
Q3 | $4.2M | Sell |
95,860
-2,200
| -2% | -$96.3K | 2.63% | 12 |
|
2022
Q2 | $4.76M | Hold |
98,060
| – | – | 2.79% | 12 |
|
2022
Q1 | $5.97M | Sell |
98,060
-2,140
| -2% | -$130K | 2.91% | 10 |
|
2021
Q4 | $5.84M | Sell |
100,200
-1,000
| -1% | -$58.3K | 2.76% | 11 |
|
2021
Q3 | $5.63M | Buy |
101,200
+2,540
| +3% | +$141K | 2.89% | 9 |
|
2021
Q2 | $5.62M | Buy |
98,660
+220
| +0.2% | +$12.5K | 2.92% | 8 |
|
2021
Q1 | $4.82M | Sell |
98,440
-470
| -0.5% | -$23K | 2.67% | 10 |
|
2020
Q4 | $4.23M | Buy |
98,910
+120
| +0.1% | +$5.13K | 2.6% | 11 |
|
2020
Q3 | $3.69M | Buy |
98,790
+130
| +0.1% | +$4.86K | 2.57% | 11 |
|
2020
Q2 | $3.3M | Sell |
98,660
-830
| -0.8% | -$27.8K | 2.4% | 17 |
|
2020
Q1 | $2.88M | Sell |
99,490
-1,970
| -2% | -$57.1K | 2.44% | 18 |
|
2019
Q4 | $4.22M | Buy |
101,460
+2,000
| +2% | +$83.2K | 2.8% | 11 |
|
2019
Q3 | $4.11M | Sell |
99,460
-23,914
| -19% | -$987K | 3% | 9 |
|
2019
Q2 | $4.85M | Sell |
123,374
-1,740
| -1% | -$68.3K | 3.46% | 8 |
|
2019
Q1 | $4.95M | Sell |
125,114
-1,148
| -0.9% | -$45.4K | 3.64% | 6 |
|
2018
Q4 | $4.71M | Buy |
126,262
+470
| +0.4% | +$17.5K | 3.83% | 6 |
|
2018
Q3 | $5.9M | Sell |
125,792
-1,758
| -1% | -$82.4K | 4.03% | 3 |
|
2018
Q2 | $5.54M | Buy |
127,550
+380
| +0.3% | +$16.5K | 4.08% | 3 |
|
2018
Q1 | $5.61M | Buy |
127,170
+184
| +0.1% | +$8.12K | 4.01% | 4 |
|
2017
Q4 | $6.19M | Sell |
126,986
-1,070
| -0.8% | -$52.1K | 4.27% | 1 |
|
2017
Q3 | $5.6M | Sell |
128,056
-980
| -0.8% | -$42.9K | 3.94% | 3 |
|
2017
Q2 | $5.24M | Sell |
129,036
-750
| -0.6% | -$30.4K | 3.39% | 7 |
|
2017
Q1 | $5.59M | Sell |
129,786
-3,830
| -3% | -$165K | 4.05% | 4 |
|
2016
Q4 | $5.45M | Sell |
133,616
-2,170
| -2% | -$88.5K | 3.88% | 4 |
|
2016
Q3 | $5.26M | Buy |
135,786
+5,030
| +4% | +$195K | 3.52% | 4 |
|
2016
Q2 | $4.91M | Buy |
130,756
+1,296
| +1% | +$48.6K | 3.39% | 4 |
|
2016
Q1 | $4.84M | Sell |
129,460
-3,060
| -2% | -$114K | 3.8% | 5 |
|
2015
Q4 | $4.37M | Sell |
132,520
-5,670
| -4% | -$187K | 3.53% | 8 |
|
2015
Q3 | $4.97M | Buy |
138,190
+43,520
| +46% | +$1.57M | 4.12% | 3 |
|
2015
Q2 | $3.49M | Buy |
+94,670
| New | +$3.49M | 2.5% | 23 |
|