Orion Portfolio Solutions’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
Q1
$925K Sell
16,428
-493
-3% -$27.8K 0.01% 1126
2024
Q4
$1.07M Buy
16,921
+986
+6% +$62.3K 0.01% 1015
2024
Q3
$977K Buy
15,935
+6,888
+76% +$423K 0.01% 1043
2024
Q2
$430K Sell
9,047
-402
-4% -$19.1K ﹤0.01% 1327
2024
Q1
$479K Buy
9,449
+220
+2% +$11.2K 0.01% 1276
2023
Q4
$443K Sell
9,229
-3,747
-29% -$180K 0.01% 1262
2023
Q3
$501K Sell
12,976
-1,132
-8% -$43.7K 0.01% 1204
2023
Q2
$602K Sell
14,108
-262
-2% -$11.2K 0.01% 1151
2023
Q1
$610K Buy
+14,370
New +$610K 0.01% 1073
2020
Q3
Sell
-16
Closed -$1K 720
2020
Q2
$1K Hold
16
﹤0.01% 1927
2020
Q1
$0 Sell
16
-4
-20% ﹤0.01% 1953
2019
Q4
$1K Buy
+20
New +$1K ﹤0.01% 1622