FMWA
Forvis Mazars Wealth Advisors’s Commerce Bancshares CBSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $858K | Buy |
13,801
+2
| +0% | +$124 | 0.02% | 221 |
|
|
2025
Q1 | $859K | Buy |
13,799
+3
| +0% | +$187 | 0.02% | 220 |
|
|
2024
Q4 | $860K | Buy |
13,796
+655
| +5% | +$40.8K | 0.02% | 242 |
|
|
2024
Q3 | $781K | Buy |
13,141
+2
| +0% | +$119 | 0.02% | 254 |
|
|
2024
Q2 | $733K | Buy |
13,139
+3
| +0% | +$167 | 0.02% | 234 |
|
|
2024
Q1 | $699K | Buy |
13,136
+102
| +0.8% | +$5.43K | 0.02% | 247 |
|
|
2023
Q4 | $696K | Buy |
13,034
+618
| +5% | +$33K | 0.02% | 239 |
|
|
2023
Q3 | $596K | Buy |
12,416
+650
| +6% | +$31.2K | 0.02% | 246 |
|
|
2023
Q2 | $573K | Sell |
11,766
-22
| -0.2% | -$1.07K | 0.02% | 276 |
|
|
2023
Q1 | $688K | Buy |
11,788
+102
| +0.9% | +$5.95K | 0.02% | 229 |
|
|
2022
Q4 | $795K | Buy |
11,686
+552
| +5% | +$37.6K | 0.03% | 217 |
|
|
2022
Q3 | $737K | Buy |
11,134
+1
| +0% | +$66 | 0.03% | 223 |
|
|
2022
Q2 | $731K | Buy |
11,133
+5,531
| +99% | +$363K | 0.03% | 218 |
|
|
2022
Q1 | $401K | Buy |
5,602
+101
| +2% | +$7.23K | 0.02% | 208 |
|
|
2021
Q4 | $378K | Buy |
5,501
+260
| +5% | +$17.9K | 0.02% | 204 |
|
|
2021
Q3 | $365K | Buy |
5,241
+1
| +0% | +$70 | 0.02% | 205 |
|
|
2021
Q2 | $391K | Hold |
5,240
| – | – | 0.02% | 198 |
|
|
2021
Q1 | $401K | Sell |
5,240
-206
| -4% | -$15.8K | 0.02% | 190 |
|
|
2020
Q4 | $358K | Buy |
5,446
+305
| +6% | +$20.1K | 0.02% | 266 |
|
|
2020
Q3 | $289K | Hold |
5,141
| – | – | 0.02% | 259 |
|
|
2020
Q2 | $306K | Hold |
5,141
| – | – | 0.02% | 250 |
|
|
2020
Q1 | $259K | Sell |
5,141
-190
| -4% | -$9.57K | 0.02% | 243 |
|
|
2019
Q4 | $362K | Buy |
5,331
+251
| +5% | +$17K | 0.03% | 223 |
|
|
2019
Q3 | $308K | Buy |
5,080
+321
| +7% | +$19.5K | 0.02% | 218 |
|
|
2019
Q2 | $284K | Hold |
4,759
| – | – | 0.02% | 223 |
|
|
2019
Q1 | $276K | Sell |
4,759
-100
| -2% | -$5.8K | 0.02% | 214 |
|
|
2018
Q4 | $274K | Sell |
4,859
-2,021
| -29% | -$114K | 0.03% | 187 |
|
|
2018
Q3 | $454K | Buy |
6,880
+2,820
| +69% | +$186K | 0.04% | 157 |
|
|
2018
Q2 | $263K | Hold |
4,060
| – | – | 0.03% | 206 |
|
|
2018
Q1 | $243K | Hold |
4,060
| – | – | 0.02% | 209 |
|
|
2017
Q4 | $227K | Buy |
4,060
+192
| +5% | +$10.7K | 0.02% | 227 |
|
|
2017
Q3 | $223K | Buy |
+3,868
| New | +$223K | 0.02% | 209 |
|