Elser Financial Planning’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	$268K	Sell	4,312 -10	-0.2%	-$622	0.33%	55
2025 Q1	$269K	Buy	4,322 +4	+0.1%	+$249	0.37%	50
2024 Q4	$269K	Buy	4,318 +6	+0.1%	+$374	0.02%	89
2024 Q3	$244K	Buy	4,312 +3	+0.1%	+$170	0.35%	51
2024 Q2	$229K	Buy	+4,309	New	+$229K	0.04%	88