OWA
Octavia Wealth Advisors’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 | $936K | Sell |
13,087
-13
| -0.1% | -$930 | 0.11% | 78 |
|
|
2025
Q1 | $746K | Sell |
13,100
-131
| -1% | -$7.46K | 0.09% | 89 |
|
|
2024
Q4 | $846K | Sell |
13,231
-1,635
| -11% | -$104K | 0.1% | 82 |
|
|
2024
Q3 | $922K | Sell |
14,866
-8,518
| -36% | -$528K | 0.11% | 76 |
|
|
2024
Q2 | $1.13M | Sell |
23,384
-1,748
| -7% | -$84.3K | 0.15% | 68 |
|
|
2024
Q1 | $1.29M | Sell |
25,132
-1,266
| -5% | -$65.1K | 0.19% | 59 |
|
|
2023
Q4 | $1.29M | Sell |
26,398
-60
| -0.2% | -$2.93K | 0.23% | 62 |
|
|
2023
Q3 | $1.04M | Buy |
26,458
+100
| +0.4% | +$3.93K | 0.21% | 62 |
|
|
2023
Q2 | $1.14M | Buy |
26,358
+397
| +2% | +$17.2K | 0.23% | 58 |
|
|
2023
Q1 | $1.12M | Buy |
25,961
+201
| +0.8% | +$8.65K | 0.25% | 55 |
|
|
2022
Q4 | $1.06M | Sell |
25,760
-31
| -0.1% | -$1.27K | 0.26% | 58 |
|
|
2022
Q3 | $1.14M | Buy |
25,791
+125
| +0.5% | +$5.55K | 0.31% | 53 |
|
|
2022
Q2 | $1.27M | Buy |
25,666
+13,052
| +103% | +$644K | 0.33% | 51 |
|
|
2022
Q1 | $1.55M | Sell |
12,614
-525
| -4% | -$64.6K | 0.34% | 48 |
|
|
2021
Q4 | $1.55M | Sell |
13,139
-14
| -0.1% | -$1.65K | 0.33% | 48 |
|
|
2021
Q3 | $1.48M | Buy |
13,153
+121
| +0.9% | +$13.6K | 0.38% | 49 |
|
|
2021
Q2 | $1.5M | Sell |
13,032
-462
| -3% | -$53.1K | 0.4% | 49 |
|
|
2021
Q1 | $1.34M | Sell |
13,494
-1,411
| -9% | -$140K | 0.4% | 53 |
|
|
2020
Q4 | $1.29M | Buy |
+14,905
| New | +$1.29M | 0.42% | 51 |
|