Apriem Advisors’s Commerce Bancshares CBSH Stock Holding History

Apriem Advisors’s Portfolio CBSH Stock Details CBSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$238K	Hold	3,827	–	–	0.03%	167
2025 Q1	$238K	Hold	3,827	–	–	0.03%	158
2024 Q4	$238K	Hold	3,827	–	–	0.03%	167
2024 Q3	$217K	Hold	3,827	–	–	0.03%	166
2024 Q2	$203K	Buy	+3,827	New	+$203K	0.02%	166
2023 Q2	–	Sell	-3,828	Closed	-$203K	–	146
2023 Q1	$203K	Hold	3,828	–	–	0.03%	142
2022 Q4	$236K	Hold	3,828	–	–	0.04%	129
2022 Q3	$219K	Hold	3,828	–	–	0.04%	125
2022 Q2	$217K	Hold	3,828	–	–	0.04%	126
2022 Q1	$237K	Hold	3,828	–	–	0.03%	129
2021 Q4	$227K	Sell	3,828 -1	-0%	-$59	0.03%	133
2021 Q3	$219K	Hold	3,829	–	–	0.03%	141
2021 Q2	$235K	Hold	3,829	–	–	0.04%	139
2021 Q1	$241K	Hold	3,829	–	–	0.04%	131
2020 Q4	$207K	Buy	+3,829	New	+$207K	0.04%	125
2020 Q3	–	Sell	-5,105	Closed	-$238K	–	125
2020 Q2	$238K	Sell	5,105 -673	-12%	-$31.4K	0.05%	106
2020 Q1	$228K	Hold	5,778	–	–	0.06%	96
2019 Q4	$308K	Hold	5,778	–	–	0.06%	96
2019 Q3	$262K	Hold	5,778	–	–	0.06%	105
2019 Q2	$257K	Hold	5,778	–	–	0.08%	112
2019 Q1	$250K	Sell	5,778 -1,609	-22%	-$69.6K	0.07%	110
2018 Q4	$311K	Hold	7,387	–	–	0.11%	90
2018 Q3	$347K	Hold	7,387	–	–	0.08%	98
2018 Q2	$340K	Hold	7,387	–	–	0.08%	93
2018 Q1	$315K	Sell	7,387 -7,388	-50%	-$315K	0.08%	93
2017 Q4	$586K	Sell	14,775 -7,387	-33%	-$293K	0.15%	61
2017 Q3	$867K	Sell	22,162 -4,432	-17%	-$173K	0.22%	54
2017 Q2	$1.02M	Sell	26,594 -4,433	-14%	-$171K	0.27%	56
2017 Q1	$1.18M	Hold	31,027	–	–	0.32%	50
2016 Q4	$1.21M	Hold	31,027	–	–	0.36%	49
2016 Q3	$985K	Sell	31,027 -3,102	-9%	-$98.5K	0.29%	54
2016 Q2	$1.05M	Hold	34,129	–	–	0.34%	45
2016 Q1	$989K	Sell	34,129 -6,593	-16%	-$191K	0.39%	42
2015 Q4	$1.12M	Hold	40,722	–	–	0.4%	41
2015 Q3	$1.14M	Buy	+40,722	New	+$1.14M	0.42%	44