Buckingham Strategic Wealth’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $453K | Sell |
8,524
-60
| -0.7% | -$3.19K | ﹤0.01% | 490 |
|
|
2024
Q1 | $435K | Sell |
8,584
-189
| -2% | -$9.58K | ﹤0.01% | 501 |
|
|
2023
Q4 | $446K | Sell |
8,773
-1,669
| -16% | -$84.9K | 0.01% | 467 |
|
|
2023
Q3 | $454K | Buy |
10,442
+4,514
| +76% | +$196K | 0.01% | 435 |
|
|
2023
Q2 | $262K | Buy |
5,928
+1,856
| +46% | +$82K | ﹤0.01% | 560 |
|
|
2023
Q1 | $251K | Hold |
4,072
| – | – | ﹤0.01% | 515 |
|
|
2022
Q4 | $251K | Buy |
4,072
+355
| +10% | +$21.9K | ﹤0.01% | 517 |
|
|
2022
Q3 | $212K | Buy |
3,717
+31
| +0.8% | +$1.77K | ﹤0.01% | 539 |
|
|
2022
Q2 | $209K | Sell |
3,686
-1,917
| -34% | -$109K | ﹤0.01% | 548 |
|
|
2022
Q1 | $346K | Buy |
+5,603
| New | +$346K | 0.01% | 432 |
|