J.P. Morgan Private Wealth Advisors’s Commerce Bancshares CBSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.22M | Sell |
28,109
-2,536
| -8% | -$110K | ﹤0.01% | 910 |
|
|
2023
Q2 | $1.35M | Sell |
30,645
-19,240
| -39% | -$850K | 0.01% | 678 |
|
|
2023
Q1 | $2.64M | Buy |
49,885
+335
| +0.7% | +$17.7K | 0.01% | 779 |
|
|
2022
Q4 | $3.06M | Sell |
49,550
-407
| -0.8% | -$25.1K | 0.01% | 716 |
|
|
2022
Q3 | $2.86M | Sell |
49,957
-11,681
| -19% | -$668K | 0.01% | 724 |
|
|
2022
Q2 | $3.5M | Buy |
61,638
+160
| +0.3% | +$9.08K | 0.01% | 673 |
|
|
2022
Q1 | $3.8M | Buy |
61,478
+2,776
| +5% | +$172K | 0.01% | 692 |
|
|
2021
Q4 | $3.49M | Buy |
58,702
+2,595
| +5% | +$154K | 0.01% | 719 |
|
|
2021
Q3 | $3.22M | Buy |
56,107
+3,558
| +7% | +$204K | 0.01% | 716 |
|
|
2021
Q2 | $3.22M | Buy |
52,549
+18,351
| +54% | +$1.13M | 0.01% | 707 |
|
|
2021
Q1 | $2.16M | Sell |
34,198
-282
| -0.8% | -$17.8K | 0.01% | 739 |
|
|
2020
Q4 | $1.86M | Buy |
34,480
+3,086
| +10% | +$167K | 0.01% | 757 |
|
|
2020
Q3 | $1.39M | Buy |
31,394
+3,385
| +12% | +$149K | 0.01% | 762 |
|
|
2020
Q2 | $1.31M | Buy |
28,009
+4,338
| +18% | +$202K | 0.01% | 713 |
|
|
2020
Q1 | $934K | Buy |
23,671
+3,989
| +20% | +$157K | 0.01% | 729 |
|
|
2019
Q4 | $1.05M | Buy |
19,682
+1,083
| +6% | +$57.7K | ﹤0.01% | 780 |
|
|
2019
Q3 | $842K | Buy |
18,599
+2,415
| +15% | +$109K | ﹤0.01% | 820 |
|
|
2019
Q2 | $721K | Sell |
16,184
-130
| -0.8% | -$5.79K | ﹤0.01% | 860 |
|
|
2019
Q1 | $707K | Sell |
16,314
-15,306
| -48% | -$663K | ﹤0.01% | 896 |
|
|
2018
Q4 | $1.33M | Sell |
31,620
-15,148
| -32% | -$637K | 0.01% | 667 |
|
|
2018
Q3 | $2.2M | Sell |
46,768
-80
| -0.2% | -$3.76K | 0.01% | 606 |
|
|
2018
Q2 | $2.16M | Buy |
46,848
+14,330
| +44% | +$659K | 0.01% | 590 |
|
|
2018
Q1 | $1.38M | Sell |
32,518
-1,319
| -4% | -$56.1K | 0.01% | 572 |
|
|
2017
Q4 | $1.34M | Sell |
33,837
-2,074
| -6% | -$82.3K | 0.01% | 587 |
|
|
2017
Q3 | $1.4M | Hold |
35,911
| – | – | 0.01% | 540 |
|
|
2017
Q2 | $1.38M | Sell |
35,911
-350
| -1% | -$13.5K | 0.01% | 540 |
|
|
2017
Q1 | $1.38M | Sell |
36,261
-10,400
| -22% | -$395K | 0.01% | 550 |
|
|
2016
Q4 | $1.83M | Sell |
46,661
-3,189
| -6% | -$125K | 0.02% | 455 |
|
|
2016
Q3 | $1.58M | Buy |
49,850
+1,984
| +4% | +$63K | 0.01% | 489 |
|
|
2016
Q2 | $1.48M | Buy |
47,866
+23,774
| +99% | +$734K | 0.01% | 502 |
|
|
2016
Q1 | $698K | Buy |
24,092
+51
| +0.2% | +$1.48K | 0.01% | 647 |
|
|
2015
Q4 | $659K | Sell |
24,041
-3
| -0% | -$82 | 0.01% | 619 |
|
|
2015
Q3 | $673K | Buy |
24,044
+1,321
| +6% | +$37K | 0.01% | 549 |
|
|
2015
Q2 | $652K | Buy |
22,723
+8
| +0% | +$230 | 0.01% | 598 |
|
|
2015
Q1 | $590K | Buy |
22,715
+801
| +4% | +$20.8K | 0.01% | 673 |
|
|
2014
Q4 | $585K | Sell |
21,914
-391
| -2% | -$10.4K | 0.01% | 663 |
|
|
2014
Q3 | $582K | Buy |
+22,305
| New | +$582K | 0.01% | 648 |
|