Concurrent Investment Advisors’s Commerce Bancshares CBSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Sell |
46,199
-2,120
| -4% | -$132K | 0.06% | 335 |
|
|
2025
Q1 | $3.01M | Buy |
48,319
+17,712
| +58% | +$1.1M | 0.07% | 277 |
|
|
2024
Q4 | $1.91M | Buy |
30,607
+913
| +3% | +$56.9K | 0.05% | 332 |
|
|
2024
Q3 | $1.68M | Sell |
29,694
-293
| -1% | -$16.6K | 0.05% | 355 |
|
|
2024
Q2 | $1.59M | Sell |
29,987
-5,365
| -15% | -$285K | 0.05% | 329 |
|
|
2024
Q1 | $1.79M | Sell |
35,352
-420
| -1% | -$21.3K | 0.07% | 260 |
|
|
2023
Q4 | $1.82M | Buy |
+35,772
| New | +$1.82M | 0.09% | 241 |
|