Atticus 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 | $22.9K | Hold |
369
| – | – | 0.01% | 397 |
|
|
2025
Q1 | $23K | Hold |
369
| – | – | 0.01% | 307 |
|
|
2024
Q4 | $23K | Sell |
369
-2
| -0.5% | -$125 | 0.01% | 317 |
|
|
2024
Q3 | $21K | Sell |
371
-10
| -3% | -$565 | 0.01% | 327 |
|
|
2024
Q2 | $20.2K | Hold |
381
| – | – | 0.01% | 309 |
|
|
2024
Q1 | $19.3K | Hold |
381
| – | – | 0.01% | 329 |
|
|
2023
Q4 | $19.4K | Sell |
381
-2
| -0.5% | -$102 | 0.01% | 333 |
|
|
2023
Q3 | $16.7K | Sell |
383
-321
| -46% | -$14K | 0.01% | 352 |
|
|
2023
Q2 | $31.1K | Hold |
704
| – | – | 0.01% | 301 |
|
|
2023
Q1 | $37.3K | Hold |
704
| – | – | 0.01% | 275 |
|
|
2022
Q4 | $43.5K | Sell |
704
-3
| -0.4% | -$185 | 0.02% | 268 |
|
|
2022
Q3 | $40K | Hold |
707
| – | – | 0.02% | 259 |
|
|
2022
Q2 | $40K | Buy |
707
+323
| +84% | +$18.3K | 0.02% | 281 |
|
|
2022
Q1 | $24K | Sell |
384
-323
| -46% | -$20.2K | 0.01% | 311 |
|
|
2021
Q4 | $42K | Buy |
+707
| New | +$42K | 0.02% | 242 |
|