Atwood & Palmer’s Commerce Bancshares CBSH Stock Holding History

Atwood & Palmer’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	$4.43M	Sell	71,234 -22	-0%	-$1.37K	0.28%	55
2025 Q1	$4.43M	Sell	71,256 -730	-1%	-$45.4K	0.31%	58
2024 Q4	$4.49M	Sell	71,986 -1,374	-2%	-$85.6K	0.31%	56
2024 Q3	$4.15M	Hold	73,360	–	–	0.28%	56
2024 Q2	$3.9M	Sell	73,360 -314	-0.4%	-$16.7K	0.3%	55
2024 Q1	$3.73M	Sell	73,674 -2,599	-3%	-$132K	0.28%	55
2023 Q4	$3.88M	Sell	76,273 -2,721	-3%	-$138K	0.31%	55
2023 Q3	$3.44M	Hold	78,994	–	–	0.3%	55
2023 Q2	$3.49M	Buy	78,994 +2,282	+3%	+$101K	0.31%	60
2023 Q1	$4.06M	Sell	76,712 -965	-1%	-$51.1K	0.38%	57
2022 Q4	$4.8M	Sell	77,677 -2	-0%	-$123	0.43%	61
2022 Q3	$4.44M	Sell	77,679 -347	-0.4%	-$19.8K	0.44%	58
2022 Q2	$4.43M	Buy	78,026 +58,312	+296%	+$3.31M	0.43%	54
2022 Q1	$1.22M	Sell	19,714 -518	-3%	-$32K	0.11%	77
2021 Q4	$1.2M	Sell	20,232 -1,267	-6%	-$75.2K	0.1%	79
2021 Q3	$1.23M	Sell	21,499 -407	-2%	-$23.3K	0.11%	74
2021 Q2	$1.34M	Sell	21,906 -1,311	-6%	-$80.4K	0.12%	74
2021 Q1	$1.46M	Hold	23,217	–	–	0.14%	69
2020 Q4	$1.26M	Sell	23,217 -4	-0%	-$216	0.13%	69
2020 Q3	$1.02M	Hold	23,221	–	–	0.13%	69
2020 Q2	$1.08M	Sell	23,221 -702	-3%	-$32.7K	0.15%	64
2020 Q1	$944K	Sell	23,923 -383	-2%	-$15.1K	0.15%	66
2019 Q4	$1.29M	Sell	24,306 -5	-0%	-$266	0.17%	61
2019 Q3	$1.1M	Hold	24,311	–	–	0.15%	63
2019 Q2	$1.08M	Sell	24,311 -469	-2%	-$20.9K	0.15%	65
2019 Q1	$1.07M	Hold	24,780	–	–	0.15%	63
2018 Q4	$1.04M	Sell	24,780 -3	-0%	-$126	0.17%	64
2018 Q3	$1.16M	Hold	24,783	–	–	0.15%	66
2018 Q2	$1.14M	Sell	24,783 -90	-0.4%	-$4.14K	0.16%	64
2018 Q1	$1.06M	Sell	24,873 -2,361	-9%	-$101K	0.15%	66
2017 Q4	$1.08M	Sell	27,234 -6	-0%	-$238	0.15%	66
2017 Q3	$1.07M	Hold	27,240	–	–	0.15%	65
2017 Q2	$1.05M	Sell	27,240 -2,251	-8%	-$86.6K	0.16%	64
2017 Q1	$1.12M	Buy	29,491 +4,999	+20%	+$190K	0.18%	64
2016 Q4	$958K	Sell	24,492 -3	-0%	-$117	0.17%	63
2016 Q3	$778K	Sell	24,495 -776	-3%	-$24.6K	0.14%	65
2016 Q2	$780K	Sell	25,271 -1,356	-5%	-$41.9K	0.14%	70
2016 Q1	$772K	Sell	26,627 -3,720	-12%	-$108K	0.14%	70
2015 Q4	$832K	Sell	30,347 -4	-0%	-$110	0.16%	72
2015 Q3	$849K	Sell	30,351 -367	-1%	-$10.3K	0.17%	72
2015 Q2	$882K	Hold	30,718	–	–	0.16%	79
2015 Q1	$798K	Buy	30,718 +22,093	+256%	+$574K	0.14%	80
2014 Q4	$231K	Sell	8,625 -4	-0%	-$107	0.04%	113
2014 Q3	$225K	Sell	8,629 -17,394	-67%	-$454K	0.04%	115
2014 Q2	$707K	Buy	26,023 +14,482	+125%	+$393K	0.19%	71
2014 Q1	$313K	Sell	11,541 -3,183	-22%	-$86.3K	0.07%	94
2013 Q4	$387K	Sell	14,724 -6	-0%	-$158	0.1%	85
2013 Q3	$359K	Hold	14,730	–	–	0.1%	84
2013 Q2	$357K	Buy	+14,730	New	+$357K	0.1%	80