Edgestream Partners’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	$4.67M	Buy	94,994 +31,270	+49%	+$1.62M	0.15%	249
2025 Q4	$3.34M	Sell	63,724 -18,212	-22%	-$952K	0.09%	391
2025 Q3	$4.66M	Sell	81,936 -105,405	-56%	-$6.2M	0.14%	268
2025 Q2	$11.1M	Buy	187,341 +41,867	+29%	+$2.46M	0.31%	51
2025 Q1	$8.62M	Buy	145,474 +29,448	+25%	+$1.79M	0.29%	72
2024 Q4	$6.89M	Buy	116,026 +13,273	+13%	+$800K	0.29%	68
2024 Q3	$5.54M	Buy	102,753 +93,085	+963%	+$5.17M	0.24%	110
2024 Q2	$489K	Buy	+9,668	New	+$478K	0.02%	672
2024 Q1	–	Sell	-8,328	Closed	-$403K	–	823
2023 Q4	$403K	Sell	8,328 -25,818	-76%	-$1.11M	0.03%	656
2023 Q3	$1.42M	Sell	34,146 -33,276	-49%	-$1.44M	0.11%	282
2023 Q2	$2.84M	Sell	67,422 -29,700	-31%	-$1.32M	0.26%	96
2023 Q1	$4.9M	Buy	97,122 +80,828	+496%	+$4.51M	0.54%	26
2022 Q4	$958K	Sell	16,294 -136,987	-89%	-$7.98M	0.11%	266
2022 Q3	$8.34M	Buy	153,281 +88,966	+138%	+$5.08M	0.65%	33
2022 Q2	$3.47M	Buy	+64,315	New	+$3.61M	0.27%	121
2022 Q1	–	Sell	-4,528	Closed	-$256K	–	538
2021 Q4	$256K	Sell	4,528 -20,800	-82%	-$1.17M	0.02%	450
2021 Q3	$1.38M	Buy	+25,328	New	+$1.4M	0.09%	283