Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,668
| Closed | -$247K | – | 551 |
|
|
2023
Q1 | $247K | Sell |
4,668
-39
| -0.8% | -$2.06K | 0.03% | 483 |
|
|
2022
Q4 | $291K | Buy |
4,707
+7
| +0.1% | +$432 | 0.04% | 440 |
|
|
2022
Q3 | $269K | Hold |
4,700
| – | – | 0.04% | 431 |
|
|
2022
Q2 | $267K | Buy |
4,700
+80
| +2% | +$4.55K | 0.04% | 432 |
|
|
2022
Q1 | $286K | Buy |
4,620
+42
| +0.9% | +$2.6K | 0.03% | 437 |
|
|
2021
Q4 | $272K | Sell |
4,578
-98
| -2% | -$5.82K | 0.03% | 445 |
|
|
2021
Q3 | $268K | Sell |
4,676
-6,608
| -59% | -$379K | 0.04% | 428 |
|
|
2021
Q2 | $692K | Buy |
11,284
+376
| +3% | +$23.1K | 0.11% | 203 |
|
|
2021
Q1 | $687K | Buy |
10,908
+5,085
| +87% | +$320K | 0.14% | 184 |
|
|
2020
Q4 | $315K | Buy |
+5,823
| New | +$315K | 0.1% | 229 |
|