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