Avior 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
Q1 | – | Sell |
-288
| Closed | -$17.9K | – | 986 |
|
|
2024
Q4 | $17.9K | Sell |
288
-186
| -39% | -$11.6K | ﹤0.01% | 1442 |
|
|
2024
Q3 | $26.8K | Buy |
474
+142
| +43% | +$8.03K | ﹤0.01% | 1313 |
|
|
2024
Q2 | $17.6K | Hold |
332
| – | – | ﹤0.01% | 1372 |
|
|
2024
Q1 | $16.8K | Buy |
+332
| New | +$16.8K | ﹤0.01% | 1677 |
|
|
2023
Q2 | – | Sell |
-125
| Closed | -$6.59K | – | 1577 |
|
|
2023
Q1 | $6.59K | Buy |
+125
| New | +$6.59K | ﹤0.01% | 1131 |
|