Atria Wealth Solutions’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
-11,062
Closed -$689K 1883
2024
Q4
$689K Sell
11,062
-379
-3% -$23.6K 0.01% 1077
2024
Q3
$647K Buy
11,441
+756
+7% +$42.8K 0.01% 1109
2024
Q2
$568K Buy
10,685
+2,150
+25% +$114K 0.01% 1169
2024
Q1
$432K Buy
+8,535
New +$432K ﹤0.01% 1330