Forum Financial Management’s Commerce Bancshares CBSH Stock Holding History

Forum Financial Management’s Portfolio CBSH Stock Details CBSH Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$204K	Sell
2025 Q3	$258K	Buy
2025 Q2	$231K	Sell
2025 Q1	$282K	Hold
2024 Q4	$283K	Buy
2023 Q1	–	Sell
2022 Q4	$205K	Buy
2022 Q2	–	Sell
2022 Q1	$205K	Buy