Creative Planning’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 | $14.9M | Buy |
302,857
+9,735
| +3% | +$505K | 0.01% | 538 |
|
|
2025
Q4 | $15.3M | Buy |
293,122
+14,419
| +5% | +$754K | 0.01% | 470 |
|
|
2025
Q3 | $15.9M | Buy |
278,703
+7,188
| +3% | +$423K | 0.01% | 427 |
|
|
2025
Q2 | $16.1M | Sell |
271,515
-474
| -0.2% | -$27.8K | 0.01% | 387 |
|
|
2025
Q1 | $16.1M | Buy |
271,989
+7,263
| +3% | +$442K | 0.02% | 366 |
|
|
2024
Q4 | $15.7M | Sell |
264,726
-16,527
| -6% | -$996K | 0.02% | 340 |
|
|
2024
Q3 | $15.2M | Sell |
281,253
-5,351
| -2% | -$297K | 0.02% | 335 |
|
|
2024
Q2 | $14.5M | Sell |
286,604
-1,260
| -0.4% | -$62.3K | 0.02% | 324 |
|
|
2024
Q1 | $13.9M | Buy |
287,864
+3,497
| +1% | +$166K | 0.02% | 328 |
|
|
2023
Q4 | $13.8M | Sell |
284,367
-3,608
| -1% | -$156K | 0.03% | 314 |
|
|
2023
Q3 | $11.9M | Buy |
287,975
+4,151
| +1% | +$179K | 0.02% | 322 |
|
|
2023
Q2 | $11.9M | Buy |
283,824
+11,646
| +4% | +$516K | 0.02% | 313 |
|
|
2023
Q1 | $13.7M | Buy |
272,178
+50,298
| +23% | +$2.81M | 0.02% | 272 |
|
|
2022
Q4 | $13M | Buy |
221,880
+5,807
| +3% | +$338K | 0.02% | 279 |
|
|
2022
Q3 | $11.8M | Sell |
216,073
-1,844
| -0.8% | -$105K | 0.02% | 273 |
|
|
2022
Q2 | $11.8M | Buy |
217,917
+13,825
| +7% | +$776K | 0.02% | 290 |
|
|
2022
Q1 | $12M | Buy |
204,092
+11,363
| +6% | +$664K | 0.02% | 293 |
|
|
2021
Q4 | $10.9M | Sell |
192,729
-330
| -0.2% | -$18.6K | 0.02% | 271 |
|
|
2021
Q3 | $10.5M | Buy |
193,059
+2,831
| +1% | +$156K | 0.02% | 256 |
|
|
2021
Q2 | $11.1M | Sell |
190,228
-70,290
| -27% | -$4.24M | 0.02% | 252 |
|
|
2021
Q1 | $15.6M | Sell |
260,518
-9,215
| -3% | -$531K | 0.03% | 208 |
|
|
2020
Q4 | $13.9M | Buy |
269,733
+54,226
| +25% | +$2.63M | 0.03% | 206 |
|
|
2020
Q3 | $9.05M | Sell |
215,507
-42,078
| -16% | -$1.81M | 0.02% | 227 |
|
|
2020
Q2 | $11.4M | Buy |
257,585
+57,274
| +29% | +$2.52M | 0.03% | 176 |
|
|
2020
Q1 | $7.53M | Sell |
200,311
-1,081
| -0.5% | -$51.2K | 0.03% | 202 |
|
|
2019
Q4 | $10.2M | Buy |
201,392
+15,209
| +8% | +$710K | 0.03% | 183 |
|
|
2019
Q3 | $8.03M | Sell |
186,183
-8,202
| -4% | -$342K | 0.03% | 217 |
|
|
2019
Q2 | $8.24M | Buy |
194,385
+4,690
| +2% | +$198K | 0.03% | 208 |
|
|
2019
Q1 | $7.83M | Buy |
189,695
+3,565
| +2% | +$153K | 0.03% | 204 |
|
|
2018
Q4 | $7.46M | Buy |
186,130
+15,875
| +9% | +$680K | 0.03% | 188 |
|
|
2018
Q3 | $7.61M | Buy |
170,255
+1,493
| +0.9% | +$69.7K | 0.03% | 201 |
|
|
2018
Q2 | $7.39M | Buy |
168,762
+5,678
| +3% | +$247K | 0.03% | 192 |
|
|
2018
Q1 | $6.61M | Buy |
163,084
+1,091
| +0.7% | +$43.3K | 0.03% | 195 |
|
|
2017
Q4 | $6.12M | Sell |
161,993
-2,499
| -2% | -$93.1K | 0.03% | 203 |
|
|
2017
Q3 | $6.13M | Buy |
164,492
+2,082
| +1% | +$75.5K | 0.03% | 200 |
|
|
2017
Q2 | $5.95M | Buy |
162,410
+242
| +0.1% | +$8.64K | 0.03% | 196 |
|
|
2017
Q1 | $5.87M | Sell |
162,168
-6,005
| -4% | -$221K | 0.03% | 191 |
|
|
2016
Q4 | $6.27M | Buy |
168,173
+3,731
| +2% | +$126K | 0.04% | 181 |
|
|
2016
Q3 | $4.97M | Buy |
164,442
+4,128
| +3% | +$123K | 0.03% | 202 |
|
|
2016
Q2 | $4.71M | Buy |
160,314
+106,427
| +198% | +$3.07M | 0.03% | 176 |
|
|
2016
Q1 | $1.49M | Buy |
53,887
+109
| +0.2% | +$2.82K | 0.01% | 384 |
|
|
2015
Q4 | $1.4M | Buy |
53,778
+5,637
| +12% | +$152K | 0.01% | 404 |
|
|
2015
Q3 | $1.28M | Sell |
48,141
-1,565
| -3% | -$42K | 0.01% | 411 |
|
|
2015
Q2 | $1.36M | Buy |
49,706
+6,046
| +14% | +$157K | 0.01% | 388 |
|
|
2015
Q1 | $1.08M | Sell |
43,660
-1,300
| -3% | -$31.7K | 0.01% | 435 |
|
|
2014
Q4 | $1.14M | Sell |
44,960
-14
| -0% | -$349 | 0.01% | 410 |
|
|
2014
Q3 | $1.12M | Hold |
44,974
| – | – | 0.01% | 366 |
|
|
2014
Q2 | $1.16M | Sell |
44,974
-1,402
| -3% | -$34.7K | 0.02% | 348 |
|
|
2014
Q1 | $1.2M | Sell |
46,376
-13,446
| -22% | -$334K | 0.02% | 318 |
|
|
2013
Q4 | $1.5M | Sell |
59,822
-11,589
| -16% | -$284K | 0.03% | 228 |
|
|
2013
Q3 | $1.66M | Buy |
71,411
+36,357
| +104% | +$865K | 0.03% | 177 |
|
|
2013
Q2 | $810K | Buy |
+35,054
| New | +$774K | 0.02% | 283 |
|
Other funds holding CBSH
VPM
CB
VCM
