Octavia Wealth Advisors’s Canadian Imperial Bank of Commerce CM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.12M	Sell	11,728 -376	-3%	-$35.9K	0.11%	67
2025 Q4	$1.11M	Sell	12,104 -109	-0.9%	-$9.35K	0.11%	75
2025 Q3	$984K	Sell	12,213 -874	-7%	-$65.8K	0.1%	82
2025 Q2	$936K	Sell	13,087 -13	-0.1%	-$837	0.11%	78
2025 Q1	$746K	Sell	13,100 -131	-1%	-$7.9K	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%	-$461K	0.11%	76
2024 Q2	$1.13M	Sell	23,384 -1,748	-7%	-$84.7K	0.15%	68
2024 Q1	$1.29M	Sell	25,132 -1,266	-5%	-$59.8K	0.19%	59
2023 Q4	$1.29M	Sell	26,398 -60	-0.2%	-$2.4K	0.23%	62
2023 Q3	$1.04M	Buy	26,458 +100	+0.4%	+$4.13K	0.21%	62
2023 Q2	$1.14M	Buy	26,358 +397	+2%	+$16.8K	0.23%	58
2023 Q1	$1.12M	Buy	25,961 +201	+0.8%	+$8.82K	0.25%	55
2022 Q4	$1.06M	Sell	25,760 -31	-0.1%	-$1.37K	0.26%	58
2022 Q3	$1.14M	Buy	25,791 +125	+0.5%	+$6.09K	0.31%	53
2022 Q2	$1.27M	Buy	25,666 +438	+2%	+$23.8K	0.33%	51
2022 Q1	$1.55M	Sell	25,228 -1,050	-4%	-$66.3K	0.34%	48
2021 Q4	$1.55M	Sell	26,278 -28	-0.1%	-$1.63K	0.33%	48
2021 Q3	$1.48M	Buy	26,306 +242	+0.9%	+$13.9K	0.38%	49
2021 Q2	$1.5M	Sell	26,064 -924	-3%	-$50.6K	0.4%	49
2021 Q1	$1.34M	Sell	26,988 -2,822	-9%	-$130K	0.4%	53
2020 Q4	$1.29M	Buy	+29,810	New	+$1.21M	0.42%	51