AE Wealth Management’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Buy |
6,374
+162
| +3% | +$10.1K | ﹤0.01% | 1010 |
|
|
2025
Q1 | $387K | Buy |
6,212
+730
| +13% | +$45.4K | ﹤0.01% | 997 |
|
|
2024
Q4 | $342K | Buy |
+5,482
| New | +$342K | ﹤0.01% | 1042 |
|
|
2024
Q1 | – | Sell |
-5,524
| Closed | -$281K | – | 1275 |
|
|
2023
Q4 | $281K | Buy |
5,524
+454
| +9% | +$23.1K | ﹤0.01% | 1737 |
|
|
2023
Q3 | $221K | Buy |
+5,070
| New | +$221K | ﹤0.01% | 1745 |
|
|
2020
Q1 | – | Sell |
-4,808
| Closed | -$256K | – | 1118 |
|
|
2019
Q4 | $256K | Buy |
+4,808
| New | +$256K | 0.01% | 966 |
|