Cornerstone Wealth Management’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $747K | Buy |
15,181
+756
| +5% | +$39.2K | 0.04% | 360 |
|
|
2025
Q4 | $755K | Sell |
14,425
-39
| -0.3% | -$2.04K | 0.04% | 336 |
|
|
2025
Q3 | $823K | Sell |
14,464
-1,050
| -7% | -$61.7K | 0.05% | 313 |
|
|
2025
Q2 | $919K | Sell |
15,514
-222
| -1% | -$13K | 0.06% | 282 |
|
|
2025
Q1 | $933K | Sell |
15,736
-209
| -1% | -$12.7K | 0.06% | 258 |
|
|
2024
Q4 | $946K | Buy |
15,945
+206
| +1% | +$12.4K | 0.06% | 242 |
|
|
2024
Q3 | $848K | Sell |
15,739
-882
| -5% | -$49K | 0.06% | 244 |
|
|
2024
Q2 | $841K | Hold |
16,621
| – | – | 0.06% | 231 |
|
|
2024
Q1 | $802K | Sell |
16,621
-60
| -0.4% | -$2.85K | 0.06% | 238 |
|
|
2023
Q4 | $808K | Sell |
16,681
-4
| -0% | -$173 | 0.07% | 231 |
|
|
2023
Q3 | $692K | Buy |
16,685
+52
| +0.3% | +$2.25K | 0.07% | 243 |
|
|
2023
Q2 | $700K | Sell |
16,633
-89
| -0.5% | -$3.94K | 0.06% | 246 |
|
|
2023
Q1 | $843K | Buy |
+16,722
| New | +$933K | 0.08% | 199 |
|
|
2022
Q3 | $906K | Hold |
16,638
| – | – | 0.1% | 172 |
|
|
2022
Q2 | $899K | Hold |
16,638
| – | – | 0.1% | 177 |
|
|
2022
Q1 | $980K | Hold |
16,638
| – | – | 0.1% | 184 |
|
|
2021
Q4 | $939K | Sell |
16,638
-7
| -0% | -$394 | 0.09% | 189 |
|
|
2021
Q3 | $909K | Hold |
16,645
| – | – | 0.1% | 194 |
|
|
2021
Q2 | $972K | Hold |
16,645
| – | – | 0.1% | 190 |
|
|
2021
Q1 | $999K | Hold |
16,645
| – | – | 0.12% | 171 |
|
|
2020
Q4 | $857K | Buy |
16,645
+2,905
| +21% | +$141K | 0.11% | 176 |
|
|
2020
Q3 | $577K | Hold |
13,740
| – | – | 0.09% | 201 |
|
|
2020
Q2 | $610K | Hold |
13,740
| – | – | 0.1% | 188 |
|
|
2020
Q1 | $516K | Hold |
13,740
| – | – | 0.1% | 194 |
|
|
2019
Q4 | $697K | Sell |
13,740
-2,004
| -13% | -$93.6K | 0.11% | 171 |
|
|
2019
Q3 | $679K | Hold |
15,744
| – | – | 0.12% | 171 |
|
|
2019
Q2 | $667K | Hold |
15,744
| – | – | 0.12% | 176 |
|
|
2019
Q1 | $176K | Hold |
15,744
| – | – | 0.02% | 493 |
|
|
2018
Q4 | $630K | Sell |
15,744
-1,023,488
| -98% | -$43.8M | 0.13% | 157 |
|
|
2018
Q3 | $12.1M | Buy |
1,039,232
+79,945
| +8% | +$3.73M | 0.15% | 152 |
|
|
2018
Q2 | $9.95M | Buy |
959,287
+944,585
| +6,425% | +$41.1M | 0.11% | 193 |
|
|
2018
Q1 | $581K | Sell |
14,702
-59
| -0.4% | -$2.34K | 0.11% | 182 |
|
|
2017
Q4 | $555K | Sell |
14,761
-4,060
| -22% | -$151K | 0.1% | 194 |
|
|
2017
Q3 | $703K | Sell |
18,821
-127
| -0.7% | -$4.61K | 0.15% | 141 |
|
|
2017
Q2 | $695K | Sell |
18,948
-3,815
| -17% | -$136K | 0.16% | 141 |
|
|
2017
Q1 | $806K | Buy |
22,763
+2,980
| +15% | +$110K | 0.2% | 105 |
|
|
2016
Q4 | $735K | Sell |
19,783
-2,209
| -10% | -$74.5K | 0.24% | 88 |
|
|
2016
Q3 | $661K | Buy |
+21,992
| New | +$656K | 0.24% | 84 |
|
Other funds holding CBSH
VPM
CB
VCM
