MWPCG
Measured Wealth Private Client Group’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 | $888K | Sell |
12,544
-628
| -5% | -$44.5K | 0.27% | 53 |
|
|
2025
Q1 | $742K | Buy |
13,172
+1,836
| +16% | +$103K | 0.24% | 58 |
|
|
2024
Q4 | $717K | Buy |
11,336
+1,015
| +10% | +$64.2K | 0.23% | 53 |
|
|
2024
Q3 | $633K | Buy |
10,321
+19
| +0.2% | +$1.17K | 0.21% | 65 |
|
|
2024
Q2 | $490K | Buy |
10,302
+3,275
| +47% | +$156K | 0.17% | 90 |
|
|
2024
Q1 | $356K | Buy |
+7,027
| New | +$356K | 0.12% | 126 |
|
|
2018
Q4 | – | Sell |
-23
| Closed | -$2K | – | 210 |
|
|
2018
Q3 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 764 |
|