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Integrated Wealth Concepts’s Commerce Bancshares CBSH Stock Holding History

Integrated Wealth Concepts’s Portfolio CBSH Stock Details CBSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.14M Buy
18,398
+2,236
+14% +$139K 0.01% 857
2025
Q1 		$1.01M Buy
16,162
+2,649
+20% +$165K 0.01% 827
2024
Q4 		$842K Buy
+13,513
New +$842K 0.01% 893