Carson Wealth (CWM LLC)’s Commerce Bancshares CBSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.62M | Buy |
122,503
+1,086
| +0.9% | +$67.5K | 0.03% | 469 |
|
|
2025
Q1 | $7.56M | Sell |
121,417
-3,929
| -3% | -$245K | 0.03% | 413 |
|
|
2024
Q4 | $7.81M | Sell |
125,346
-12,754
| -9% | -$795K | 0.03% | 375 |
|
|
2024
Q3 | $7.81M | Buy |
138,100
+1,054
| +0.8% | +$59.6K | 0.03% | 353 |
|
|
2024
Q2 | $7.28M | Sell |
137,046
-7,308
| -5% | -$388K | 0.03% | 350 |
|
|
2024
Q1 | $7.31M | Sell |
144,354
-10,653
| -7% | -$540K | 0.04% | 344 |
|
|
2023
Q4 | $7.89M | Sell |
155,007
-7,880
| -5% | -$401K | 0.04% | 311 |
|
|
2023
Q3 | $7.09M | Buy |
162,887
+15,791
| +11% | +$687K | 0.04% | 297 |
|
|
2023
Q2 | $6.5M | Sell |
147,096
-1,867
| -1% | -$82.5K | 0.04% | 296 |
|
|
2023
Q1 | $7.88M | Sell |
148,963
-3,414
| -2% | -$181K | 0.05% | 248 |
|
|
2022
Q4 | $9.41M | Sell |
152,377
-4,282
| -3% | -$264K | 0.07% | 207 |
|
|
2022
Q3 | $8.95M | Buy |
156,659
+2,967
| +2% | +$170K | 0.07% | 208 |
|
|
2022
Q2 | $8.72M | Buy |
153,692
+4,987
| +3% | +$283K | 0.07% | 214 |
|
|
2022
Q1 | $9.2M | Buy |
148,705
+133,068
| +851% | +$8.23M | 0.07% | 215 |
|
|
2021
Q4 | $929K | Buy |
+15,637
| New | +$929K | 0.01% | 587 |
|
|
2021
Q2 | $929K | Hold |
15,138
| – | – | 0.01% | 572 |
|
|
2021
Q1 | $929K | Hold |
15,138
| – | – | 0.01% | 572 |
|
|
2020
Q4 | $929K | Sell |
15,138
-757
| -5% | -$46.5K | 0.01% | 572 |
|
|
2020
Q3 | $929K | Hold |
15,895
| – | – | 0.01% | 572 |
|
|
2020
Q2 | $929K | Hold |
15,895
| – | – | 0.01% | 572 |
|
|
2020
Q1 | $929K | Hold |
15,895
| – | – | 0.01% | 572 |
|
|
2019
Q4 | $929K | Sell |
15,895
-795
| -5% | -$46.5K | 0.01% | 572 |
|
|
2019
Q3 | $929K | Hold |
16,690
| – | – | 0.01% | 572 |
|
|
2019
Q2 | $929K | Hold |
16,690
| – | – | 0.01% | 572 |
|
|
2019
Q1 | $929K | Buy |
16,690
+16,678
| +138,983% | +$928K | 0.01% | 572 |
|
|
2018
Q4 | $1K | Sell |
12
-1
| -8% | -$83 | ﹤0.01% | 1846 |
|
|
2018
Q3 | $1K | Sell |
13
-10
| -43% | -$769 | ﹤0.01% | 1621 |
|
|
2018
Q2 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 1486 |
|