JFS Wealth Advisors’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23K | Sell |
68
-28
| -29% | -$1.74K | ﹤0.01% | 1142 |
|
|
2025
Q1 | $5.98K | Buy |
96
+4
| +4% | +$249 | ﹤0.01% | 1047 |
|
|
2024
Q4 | $5.73K | Sell |
92
-1
| -1% | -$62 | ﹤0.01% | 1078 |
|
|
2024
Q3 | $5.29K | Buy |
93
+3
| +3% | +$171 | ﹤0.01% | 1099 |
|
|
2024
Q2 | $4.8K | Hold |
90
| – | – | ﹤0.01% | 1079 |
|
|
2024
Q1 | $4.58K | Buy |
90
+74
| +463% | +$3.76K | ﹤0.01% | 1136 |
|
|
2023
Q4 | $802 | Sell |
16
-3
| -16% | -$150 | ﹤0.01% | 1697 |
|
|
2023
Q3 | $816 | Sell |
19
-63
| -77% | -$2.71K | ﹤0.01% | 1642 |
|
|
2023
Q2 | $3.6K | Sell |
82
-3
| -4% | -$132 | ﹤0.01% | 1156 |
|
|
2023
Q1 | $4.49K | Sell |
85
-34
| -29% | -$1.8K | ﹤0.01% | 1035 |
|
|
2022
Q4 | $7.35K | Sell |
119
-7
| -6% | -$432 | ﹤0.01% | 827 |
|
|
2022
Q3 | $7K | Buy |
126
+15
| +14% | +$833 | ﹤0.01% | 844 |
|
|
2022
Q2 | $6K | Buy |
111
+14
| +14% | +$757 | ﹤0.01% | 919 |
|
|
2022
Q1 | $6K | Buy |
97
+60
| +162% | +$3.71K | ﹤0.01% | 958 |
|
|
2021
Q4 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 1044 |
|