Northwestern Mutual 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 | $124K | Buy |
1,998
+119
| +6% | +$7.4K | ﹤0.01% | 1929 |
|
|
2025
Q1 | $117K | Buy |
1,879
+586
| +45% | +$36.5K | ﹤0.01% | 1868 |
|
|
2024
Q4 | $80.6K | Buy |
1,293
+31
| +2% | +$1.93K | ﹤0.01% | 1998 |
|
|
2024
Q3 | $71.4K | Sell |
1,262
-133
| -10% | -$7.53K | ﹤0.01% | 2031 |
|
|
2024
Q2 | $74.1K | Buy |
1,395
+19
| +1% | +$1.01K | ﹤0.01% | 1954 |
|
|
2024
Q1 | $69.7K | Sell |
1,376
-162
| -11% | -$8.21K | ﹤0.01% | 1950 |
|
|
2023
Q4 | $78.2K | Sell |
1,538
-75
| -5% | -$3.82K | ﹤0.01% | 1874 |
|
|
2023
Q3 | $70.2K | Hold |
1,613
| – | – | ﹤0.01% | 1846 |
|
|
2023
Q2 | $71.2K | Sell |
1,613
-335
| -17% | -$14.8K | ﹤0.01% | 1862 |
|
|
2023
Q1 | $103K | Sell |
1,948
-684
| -26% | -$36.2K | ﹤0.01% | 1675 |
|
|
2022
Q4 | $162K | Buy |
2,632
+700
| +36% | +$43.2K | ﹤0.01% | 1481 |
|
|
2022
Q3 | $110K | Hold |
1,932
| – | – | ﹤0.01% | 1606 |
|
|
2022
Q2 | $109K | Buy |
1,932
+630
| +48% | +$35.5K | ﹤0.01% | 1612 |
|
|
2022
Q1 | $80K | Hold |
1,302
| – | – | ﹤0.01% | 1803 |
|
|
2021
Q4 | $78K | Buy |
1,302
+153
| +13% | +$9.17K | ﹤0.01% | 1814 |
|
|
2021
Q3 | $66K | Sell |
1,149
-1,260
| -52% | -$72.4K | ﹤0.01% | 1794 |
|
|
2021
Q2 | $148K | Buy |
2,409
+1,540
| +177% | +$94.6K | ﹤0.01% | 1441 |
|
|
2021
Q1 | $55K | Buy |
+869
| New | +$55K | ﹤0.01% | 1693 |
|
|
2020
Q4 | – | Sell |
-295
| Closed | -$13K | – | 2704 |
|
|
2020
Q3 | $13K | Buy |
+295
| New | +$13K | ﹤0.01% | 1910 |
|
|
2020
Q1 | – | Sell |
-1,094
| Closed | -$58K | – | 2569 |
|
|
2019
Q4 | $58K | Buy |
+1,094
| New | +$58K | ﹤0.01% | 1412 |
|
|
2019
Q3 | – | Sell |
-3,386
| Closed | -$151K | – | 2480 |
|
|
2019
Q2 | $151K | Hold |
3,386
| – | – | ﹤0.01% | 971 |
|
|
2019
Q1 | $147K | Sell |
3,386
-54
| -2% | -$2.34K | ﹤0.01% | 950 |
|
|
2018
Q4 | $145K | Sell |
3,440
-214
| -6% | -$9.02K | ﹤0.01% | 875 |
|
|
2018
Q3 | $171K | Sell |
3,654
-6,874
| -65% | -$322K | ﹤0.01% | 849 |
|
|
2018
Q2 | $484K | Buy |
10,528
+4,487
| +74% | +$206K | ﹤0.01% | 540 |
|
|
2018
Q1 | $257K | Sell |
6,041
-4
| -0.1% | -$170 | ﹤0.01% | 679 |
|
|
2017
Q4 | $240K | Buy |
6,045
+2
| +0% | +$79 | ﹤0.01% | 675 |
|
|
2017
Q3 | $236K | Hold |
6,043
| – | – | ﹤0.01% | 644 |
|
|
2017
Q2 | $232K | Hold |
6,043
| – | – | ﹤0.01% | 643 |
|
|
2017
Q1 | $230K | Sell |
6,043
-2,845
| -32% | -$108K | ﹤0.01% | 621 |
|
|
2016
Q4 | $348K | Buy |
+8,888
| New | +$348K | ﹤0.01% | 520 |
|
|
2016
Q3 | – | Sell |
-21,877
| Closed | -$675K | – | 380 |
|
|
2016
Q2 | $675K | Hold |
21,877
| – | – | 0.01% | 359 |
|
|
2016
Q1 | $634K | Buy |
21,877
+21,709
| +12,922% | +$629K | 0.01% | 349 |
|
|
2015
Q4 | $5K | Sell |
168
-519
| -76% | -$15.4K | ﹤0.01% | 1294 |
|
|
2015
Q3 | $19K | Buy |
687
+685
| +34,250% | +$18.9K | ﹤0.01% | 925 |
|
|
2015
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1410 |
|
|
2015
Q1 | – | Sell |
-243
| Closed | -$6K | – | 1572 |
|
|
2014
Q4 | $6K | Buy |
+243
| New | +$6K | ﹤0.01% | 1226 |
|
|
2014
Q2 | – | Sell |
-1,307
| Closed | -$35K | – | 1255 |
|
|
2014
Q1 | $35K | Buy |
1,307
+958
| +274% | +$25.7K | ﹤0.01% | 653 |
|
|
2013
Q4 | $9K | Buy |
+349
| New | +$9K | ﹤0.01% | 925 |
|