Frontier Wealth Management’s Commerce Bancshares CBSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$1.1M Hold
19,420
0.08% 170
2022
Q1
$1.16M Buy
19,420
+1
+0% +$60 0.01% 161
2021
Q4
$1.15M Buy
19,419
+15
+0.1% +$891 0.08% 167
2021
Q3
$1.11M Buy
19,404
+1
+0% +$57 0.08% 165
2021
Q2
$1.19M Sell
19,403
-546
-3% -$33.5K 0.08% 162
2021
Q1
$1.26M Hold
19,949
0.1% 142
2020
Q4
$1.08M Sell
19,949
-3,838
-16% -$207K 0.09% 150
2020
Q3
$1.05M Hold
23,787
0.1% 145
2020
Q2
$1.11M Buy
23,787
+2,602
+12% +$121K 0.1% 133
2020
Q1
$836K Sell
21,185
-68
-0.3% -$2.68K 0.14% 130
2019
Q4
$1.13M Sell
21,253
-28
-0.1% -$1.49K 0.18% 116
2019
Q3
$963K Buy
21,281
+2
+0% +$91 0.14% 130
2019
Q2
$947K Sell
21,279
-704
-3% -$31.3K 0.14% 124
2019
Q1
$952K Buy
21,983
+1
+0% +$43 0.13% 153
2018
Q4
$925K Sell
21,982
-1,334
-6% -$56.1K 0.14% 151
2018
Q3
$1.09M Buy
23,316
+4,026
+21% +$189K 0.1% 147
2018
Q2
$887K Hold
19,290
0.13% 154
2018
Q1
$821K Buy
19,290
+177
+0.9% +$7.53K 0.12% 167
2017
Q4
$758K Sell
19,113
-48
-0.3% -$1.9K 0.12% 161
2017
Q3
$749K Sell
19,161
-700
-4% -$27.4K 0.11% 177
2017
Q2
$764K Hold
19,861
0.12% 177
2017
Q1
$755K Hold
19,861
0.12% 177
2016
Q4
$777K Sell
19,861
-686
-3% -$26.8K 0.13% 177
2016
Q3
$652K Sell
20,547
-757
-4% -$24K 0.1% 178
2016
Q2
$658K Hold
21,304
0.11% 176
2016
Q1
$617K Sell
21,304
-10,100
-32% -$293K 0.05% 182
2015
Q4
$861K Sell
31,404
-3
-0% -$82 0.14% 153
2015
Q3
$878K Hold
31,407
0.14% 144
2015
Q2
$902K Buy
+31,407
New +$902K 0.14% 140