MA
Mutual Advisors’s Commerce Bancshares CBSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.1M | Sell |
468,471
-2,879
| -0.6% | -$179K | 0.73% | 17 |
|
|
2025
Q1 | $28.5M | Sell |
471,350
-2,839
| -0.6% | -$172K | 0.82% | 14 |
|
|
2024
Q4 | $30.2M | Buy |
474,189
+21,922
| +5% | +$1.4M | 0.88% | 13 |
|
|
2024
Q3 | $27.8M | Sell |
452,267
-1,144
| -0.3% | -$70.4K | 0.81% | 14 |
|
|
2024
Q2 | $29.5M | Sell |
453,411
-5,401
| -1% | -$351K | 0.89% | 14 |
|
|
2024
Q1 | $24.4M | Buy |
458,812
+12,309
| +3% | +$655K | 0.78% | 14 |
|
|
2023
Q4 | $23.8M | Buy |
446,503
+29,440
| +7% | +$1.57M | 0.83% | 14 |
|
|
2023
Q3 | $20M | Buy |
417,063
+15,508
| +4% | +$744K | 0.78% | 15 |
|
|
2023
Q2 | $19.6M | Buy |
401,555
+4,666
| +1% | +$227K | 0.74% | 16 |
|
|
2023
Q1 | $23.2M | Buy |
396,889
+4,516
| +1% | +$264K | 0.95% | 12 |
|
|
2022
Q4 | $26.7M | Buy |
+392,373
| New | +$26.7M | 1.19% | 9 |
|
|
2021
Q1 | – | Sell |
-5,635
| Closed | -$370K | – | 780 |
|
|
2020
Q4 | $370K | Buy |
5,635
+270
| +5% | +$17.7K | 0.03% | 544 |
|
|
2020
Q3 | $302K | Sell |
5,365
-435
| -8% | -$24.5K | 0.03% | 539 |
|
|
2020
Q2 | $345K | Sell |
5,800
-37
| -0.6% | -$2.2K | 0.03% | 469 |
|
|
2020
Q1 | $294K | Buy |
5,837
+1,100
| +23% | +$55.4K | 0.04% | 395 |
|
|
2019
Q4 | $322K | Buy |
4,737
+1,285
| +37% | +$87.3K | 0.03% | 443 |
|
|
2019
Q3 | $209K | Hold |
3,452
| – | – | 0.03% | 496 |
|
|
2019
Q2 | $206K | Hold |
3,452
| – | – | 0.03% | 517 |
|
|
2019
Q1 | $200K | Buy |
+3,452
| New | +$200K | 0.03% | 450 |
|
|
2018
Q4 | – | Sell |
-3,589
| Closed | -$237K | – | 438 |
|
|
2018
Q3 | $237K | Buy |
+3,589
| New | +$237K | 0.04% | 416 |
|