Cornerstone Wealth Management’s Commerce Bancshares CBSH Stock Holding History

Cornerstone Wealth Management’s Portfolio CBSH Stock Details CBSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$919K	Sell	14,775 -212	-1%	-$13.2K	0.06%	282
2025 Q1	$933K	Sell	14,987 -199	-1%	-$12.4K	0.06%	258
2024 Q4	$946K	Buy	15,186 +196	+1%	+$12.2K	0.06%	242
2024 Q3	$848K	Sell	14,990 -840	-5%	-$47.5K	0.06%	244
2024 Q2	$841K	Hold	15,830	–	–	0.06%	231
2024 Q1	$802K	Sell	15,830 -57	-0.4%	-$2.89K	0.06%	238
2023 Q4	$808K	Sell	15,887 -3	-0%	-$153	0.07%	231
2023 Q3	$692K	Buy	15,890 +49	+0.3%	+$2.13K	0.07%	243
2023 Q2	$700K	Sell	15,841 -85	-0.5%	-$3.76K	0.06%	246
2023 Q1	$843K	Buy	+15,926	New	+$843K	0.08%	199
2022 Q3	$906K	Hold	15,846	–	–	0.1%	172
2022 Q2	$899K	Hold	15,846	–	–	0.1%	177
2022 Q1	$980K	Hold	15,846	–	–	0.1%	184
2021 Q4	$939K	Sell	15,846 -7	-0%	-$415	0.09%	189
2021 Q3	$909K	Hold	15,853	–	–	0.1%	194
2021 Q2	$972K	Hold	15,853	–	–	0.1%	190
2021 Q1	$999K	Hold	15,853	–	–	0.12%	171
2020 Q4	$857K	Buy	15,853 +2,767	+21%	+$150K	0.11%	176
2020 Q3	$577K	Hold	13,086	–	–	0.09%	201
2020 Q2	$610K	Hold	13,086	–	–	0.1%	188
2020 Q1	$516K	Hold	13,086	–	–	0.1%	194
2019 Q4	$697K	Sell	13,086 -1,908	-13%	-$102K	0.11%	171
2019 Q3	$679K	Hold	14,994	–	–	0.12%	171
2019 Q2	$667K	Hold	14,994	–	–	0.12%	176
2019 Q1	$176K	Hold	14,994	–	–	0.02%	493
2018 Q4	$630K	Sell	14,994 -974,751	-98%	-$41M	0.13%	157
2018 Q3	$12.1M	Buy	989,745 +76,139	+8%	+$933K	0.15%	152
2018 Q2	$9.95M	Buy	913,606 +899,604	+6,425%	+$9.8M	0.11%	193
2018 Q1	$581K	Sell	14,002 -56	-0.4%	-$2.32K	0.11%	182
2017 Q4	$555K	Sell	14,058 -3,866	-22%	-$153K	0.1%	194
2017 Q3	$703K	Sell	17,924 -122	-0.7%	-$4.79K	0.15%	141
2017 Q2	$695K	Sell	18,046 -3,633	-17%	-$140K	0.16%	141
2017 Q1	$806K	Buy	21,679 +2,838	+15%	+$106K	0.2%	105
2016 Q4	$735K	Sell	18,841 -2,103	-10%	-$82K	0.24%	88
2016 Q3	$661K	Buy	+20,944	New	+$661K	0.24%	84