Global Retirement Partners’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $173K | Buy |
3,301
+1,532
| +87% | +$80.1K | ﹤0.01% | 1559 |
|
|
2025
Q3 | $101K | Buy |
1,769
+4
| +0.2% | +$235 | ﹤0.01% | 1509 |
|
|
2025
Q2 | $105K | Buy |
+1,765
| New | +$104K | ﹤0.01% | 1414 |
|
|
2024
Q4 | $28.5K | Sell |
480
-76
| -14% | -$4.58K | ﹤0.01% | 1892 |
|
|
2024
Q3 | $29.9K | Buy |
556
+80
| +17% | +$4.44K | ﹤0.01% | 1798 |
|
|
2024
Q2 | $24.1K | Hold |
476
| – | – | ﹤0.01% | 1886 |
|
|
2024
Q1 | $23K | Hold |
476
| – | – | ﹤0.01% | 1750 |
|
|
2023
Q4 | $22.6K | Buy |
476
+52
| +12% | +$2.24K | ﹤0.01% | 1700 |
|
|
2023
Q3 | $17.1K | Hold |
424
| – | – | ﹤0.01% | 1713 |
|
|
2023
Q2 | $17.8K | Sell |
424
-9
| -2% | -$399 | ﹤0.01% | 1717 |
|
|
2023
Q1 | $19.9K | Buy |
433
+42
| +11% | +$2.34K | ﹤0.01% | 1639 |
|
|
2022
Q4 | $23K | Sell |
391
-2
| -0.5% | -$117 | ﹤0.01% | 1423 |
|
|
2022
Q3 | $23K | Hold |
393
| – | – | ﹤0.01% | 1331 |
|
|
2022
Q2 | $21K | Hold |
393
| – | – | ﹤0.01% | 1336 |
|
|
2022
Q1 | $21K | Buy |
+393
| New | +$22.9K | ﹤0.01% | 1327 |
|
|
2021
Q4 | – | Sell |
-394
| Closed | -$22K | – | 459 |
|
|
2021
Q3 | $22K | Hold |
394
| – | – | ﹤0.01% | 1169 |
|
|
2021
Q2 | $23K | Sell |
394
-86
| -18% | -$5.18K | ﹤0.01% | 1141 |
|
|
2021
Q1 | $29K | Buy |
480
+86
| +22% | +$4.96K | ﹤0.01% | 984 |
|
|
2020
Q4 | $20K | Sell |
394
-1
| -0.3% | -$48 | ﹤0.01% | 1032 |
|
|
2020
Q3 | $17K | Sell |
395
-315
| -44% | -$13.5K | ﹤0.01% | 973 |
|
|
2020
Q2 | $32K | Hold |
710
| – | – | 0.01% | 751 |
|
|
2020
Q1 | $27K | Hold |
710
| – | – | 0.01% | 714 |
|
|
2019
Q4 | $36K | Sell |
710
-91
| -11% | -$4.25K | 0.01% | 732 |
|
|
2019
Q3 | $35K | Buy |
801
+89
| +13% | +$3.71K | 0.01% | 712 |
|
|
2019
Q2 | $30K | Hold |
712
| – | – | 0.01% | 749 |
|
|
2019
Q1 | $29K | Hold |
712
| – | – | 0.01% | 704 |
|
|
2018
Q4 | $29K | Sell |
712
-39
| -5% | -$1.67K | 0.01% | 641 |
|
|
2018
Q3 | $34K | Buy |
751
+411
| +121% | +$19.2K | 0.01% | 650 |
|
|
2018
Q2 | $15K | Buy |
340
+307
| +930% | +$13.3K | ﹤0.01% | 883 |
|
|
2018
Q1 | $1K | Sell |
33
-39
| -54% | -$1.55K | ﹤0.01% | 1400 |
|
|
2017
Q4 | $3K | Sell |
72
-1
| -1% | -$37 | ﹤0.01% | 1215 |
|
|
2017
Q3 | $3K | Hold |
73
| – | – | ﹤0.01% | 1080 |
|
|
2017
Q2 | $3K | Hold |
73
| – | – | ﹤0.01% | 1015 |
|
|
2017
Q1 | $3K | Buy |
+73
| New | +$2.69K | ﹤0.01% | 970 |
|
Other funds holding CBSH
CB