Angeles Investment Advisors’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,074
| Closed | -$254K | – | 69 |
|
|
2024
Q4 | $254K | Hold |
4,074
| – | – | 0.01% | 158 |
|
|
2024
Q3 | $230K | Sell |
4,074
-711
| -15% | -$40.2K | 0.01% | 193 |
|
|
2024
Q2 | $254K | Hold |
4,785
| – | – | 0.01% | 174 |
|
|
2024
Q1 | $242K | Hold |
4,785
| – | – | 0.01% | 189 |
|
|
2023
Q4 | $243K | Hold |
4,785
| – | – | 0.01% | 171 |
|
|
2023
Q3 | $208K | Buy |
+4,785
| New | +$208K | 0.02% | 171 |
|