Kesler Norman & Wride’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	–	Sell	-35,601	Closed	-$2.11M	–	240
2025 Q3	$2.11M	Buy	35,601 +372	+1%	+$21.9K	0.41%	61
2025 Q2	$2.09M	Sell	35,229 -191	-0.5%	-$11.2K	0.37%	65
2025 Q1	$2.1M	Sell	35,420 -181	-0.5%	-$11K	0.4%	62
2024 Q4	$2.11M	Buy	35,601 +894	+3%	+$53.9K	0.46%	56
2024 Q3	$1.87M	Sell	34,707 -8,019	-19%	-$445K	0.37%	68
2024 Q2	$2.16M	Sell	42,726 -9,602	-18%	-$475K	0.46%	67
2024 Q1	$2.53M	Buy	52,328 +1,374	+3%	+$65.2K	0.54%	60
2023 Q4	$2.47M	Sell	50,954 -6,946	-12%	-$300K	0.57%	55
2023 Q3	$2.4M	Sell	57,900 -1,784	-3%	-$77.1K	0.6%	52
2023 Q2	$2.51M	Sell	59,684 -619	-1%	-$27.4K	0.61%	48
2023 Q1	$3.04M	Buy	60,303 +176	+0.3%	+$9.82K	0.77%	44
2022 Q4	$3.54M	Sell	60,127 -4,111	-6%	-$240K	0.91%	41
2022 Q3	$3.5M	Buy	64,238 +5,874	+10%	+$335K	0.97%	33
2022 Q2	$3.15M	Sell	58,364 -14,373	-20%	-$807K	0.87%	48
2022 Q1	$4.28M	Buy	72,737 +22	+0%	+$1.28K	0.95%	45
2021 Q4	$4.11M	Buy	72,715 +1,995	+3%	+$112K	0.87%	50
2021 Q3	$3.86M	Buy	70,720 +890	+1%	+$49.1K	0.91%	48
2021 Q2	$3.87M	Sell	69,830 -1,162	-2%	-$70K	0.89%	51
2021 Q1	$4.26M	Sell	70,992 -791	-1%	-$45.6K	1.06%	31
2020 Q4	$3.69M	Buy	+71,783	New	+$3.48M	1.03%	39