Modern Wealth Management’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 | $1.05M | Sell |
16,899
-120
| -0.7% | -$7.46K | 0.03% | 353 |
|
|
2025
Q1 | $1.06M | Buy |
17,019
+220
| +1% | +$13.7K | 0.03% | 296 |
|
|
2024
Q4 | $1.05M | Buy |
16,799
+2,054
| +14% | +$128K | 0.04% | 251 |
|
|
2024
Q3 | $834K | Buy |
14,745
+7
| +0% | +$396 | 0.05% | 184 |
|
|
2024
Q2 | $783K | Sell |
14,738
-20
| -0.1% | -$1.06K | 0.06% | 162 |
|
|
2024
Q1 | $748K | Buy |
14,758
+213
| +1% | +$10.8K | 0.07% | 135 |
|
|
2023
Q4 | $740K | Buy |
+14,545
| New | +$740K | 0.09% | 74 |
|