Congress 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
2025 Q2	$527K	Sell	8,469 -3,802	-31%	-$236K	0.01%	907
2025 Q1	$764K	Buy	12,271 +3,361	+38%	+$209K	0.01%	695
2024 Q4	$555K	Buy	8,910 +717	+9%	+$44.7K	0.01%	617
2024 Q3	$464K	Buy	+8,193	New	+$464K	0.01%	645