AssetMark Inc’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 | $3.23K | Buy |
52
+36
| +225% | +$2.24K | ﹤0.01% | 2273 |
|
|
2025
Q1 | $996 | Hold |
16
| – | – | ﹤0.01% | 2296 |
|
|
2024
Q4 | $997 | Buy |
+16
| New | +$997 | ﹤0.01% | 2245 |
|
|
2024
Q1 | – | Sell |
-7
| Closed | -$374 | – | 1957 |
|
|
2023
Q4 | $374 | Buy |
+7
| New | +$374 | ﹤0.01% | 1696 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | – | – | 1317 |
|
|
2020
Q2 | $0 | Sell |
1
-1,562
| -100% | – | ﹤0.01% | 1276 |
|
|
2020
Q1 | $62K | Buy |
+1,563
| New | +$62K | ﹤0.01% | 648 |
|
|
2016
Q1 | – | Sell |
-4,088
| Closed | -$112K | – | 1192 |
|
|
2015
Q4 | $112K | Buy |
4,088
+4,083
| +81,660% | +$112K | ﹤0.01% | 491 |
|
|
2015
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 733 |
|