GeoWealth 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 Q1	–	Sell	-67	Closed	-$4.17K	–	1171
2024 Q4	$4.17K	Sell	67 -65	-49%	-$4.05K	﹤0.01%	1569
2024 Q3	$7.49K	Buy	+132	New	+$7.49K	﹤0.01%	1404