Kovitz Investment Group Partners’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 | $1.12M | Sell |
18,087
-1,037
| -5% | -$64.5K | ﹤0.01% | 776 |
|
|
2025
Q1 | $1.19M | Sell |
19,124
-2,232
| -10% | -$139K | 0.01% | 692 |
|
|
2024
Q4 | $1.33M | Sell |
21,356
-167
| -0.8% | -$10.4K | 0.01% | 654 |
|
|
2024
Q3 | $1.19M | Buy |
21,523
+373
| +2% | +$20.6K | 0.01% | 589 |
|
|
2024
Q2 | $1.12M | Buy |
21,150
+13,127
| +164% | +$697K | 0.01% | 514 |
|
|
2024
Q1 | $406K | Buy |
+8,023
| New | +$406K | 0.01% | 536 |
|