Carson Wealth (CWM LLC)’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8M | Buy |
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|
2025
Q2 | $7.62M | Buy |
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|
2025
Q1 | $7.56M | Sell |
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|
2024
Q4 | $7.81M | Sell |
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|
2024
Q3 | $7.81M | Buy |
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|
2024
Q2 | $7.28M | Sell |
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|
2024
Q1 | $7.31M | Sell |
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|
2023
Q4 | $7.88M | Sell |
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|
2023
Q3 | $7.09M | Buy |
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|
2023
Q2 | $6.5M | Sell |
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|
2023
Q1 | $7.88M | Sell |
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|
2022
Q4 | $9.41M | Sell |
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|
2022
Q3 | $8.95M | Buy |
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|
2022
Q2 | $8.72M | Buy |
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|
2022
Q1 | $9.2M | Buy |
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|
2021
Q4 | $929K | Buy |
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|
2021
Q2 | $929K | Hold |
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|
2021
Q1 | $929K | Hold |
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|
2020
Q4 | $929K | Sell |
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|
2020
Q3 | $929K | Hold |
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|
2020
Q2 | $929K | Hold |
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|
2020
Q1 | $929K | Hold |
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|
2019
Q4 | $929K | Sell |
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|
2019
Q3 | $929K | Hold |
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|
2019
Q2 | $929K | Hold |
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|
2019
Q1 | $929K | Buy |
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|
2018
Q4 | $1K | Sell |
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|
2018
Q3 | $1K | Sell |
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|
2018
Q2 | $1K | Buy |
|