Forum Financial Management’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 | $231K | Sell |
3,716
-823
| -18% | -$51.2K | ﹤0.01% | 817 |
|
|
2025
Q1 | $282K | Hold |
4,539
| – | – | ﹤0.01% | 620 |
|
|
2024
Q4 | $283K | Buy |
+4,539
| New | +$283K | ﹤0.01% | 651 |
|
|
2023
Q1 | – | Sell |
-3,326
| Closed | -$205K | – | 626 |
|
|
2022
Q4 | $205K | Buy |
+3,326
| New | +$205K | 0.01% | 540 |
|
|
2022
Q2 | – | Sell |
-3,327
| Closed | -$205K | – | 590 |
|
|
2022
Q1 | $205K | Buy |
+3,327
| New | +$205K | 0.01% | 558 |
|