Corient Private Wealth’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 | $849K | Sell |
13,661
-744
| -5% | -$46.3K | ﹤0.01% | 1514 |
|
2025
Q1 | $896K | Buy |
14,405
+611
| +4% | +$38K | ﹤0.01% | 1318 |
|
2024
Q4 | $860K | Buy |
13,794
+486
| +4% | +$30.3K | ﹤0.01% | 1370 |
|
2024
Q3 | $753K | Buy |
13,308
+410
| +3% | +$23.2K | ﹤0.01% | 1511 |
|
2024
Q2 | $685K | Buy |
12,898
+489
| +4% | +$26K | ﹤0.01% | 1480 |
|
2024
Q1 | $629K | Buy |
12,409
+795
| +7% | +$40.3K | ﹤0.01% | 1509 |
|
2023
Q4 | $591K | Buy |
11,614
+5,134
| +79% | +$261K | ﹤0.01% | 1527 |
|
2023
Q3 | $282K | Buy |
6,480
+790
| +14% | +$34.4K | ﹤0.01% | 1768 |
|
2023
Q2 | $251K | Sell |
5,690
-5,199
| -48% | -$230K | ﹤0.01% | 1769 |
|
2023
Q1 | $576K | Buy |
10,889
+5,521
| +103% | +$292K | ﹤0.01% | 1311 |
|
2022
Q4 | $331K | Buy |
+5,368
| New | +$331K | ﹤0.01% | 1296 |
|