OWA
Outlook Wealth Advisors’s Commerce Bancshares CBSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Sell |
7,090
-141
| -2% | -$8.77K | 0.11% | 168 |
|
|
2025
Q1 | $450K | Buy |
7,231
+30
| +0.4% | +$1.87K | 0.13% | 148 |
|
|
2024
Q4 | $449K | Buy |
7,201
+898
| +14% | +$56K | 0.13% | 152 |
|
|
2024
Q3 | $374K | Buy |
6,303
+217
| +4% | +$12.9K | 0.11% | 181 |
|
|
2024
Q2 | $339K | Buy |
6,086
+959
| +19% | +$53.5K | 0.11% | 192 |
|
|
2024
Q1 | $273K | Buy |
5,127
+1,163
| +29% | +$61.9K | 0.08% | 225 |
|
|
2023
Q4 | $212K | Buy |
+3,964
| New | +$212K | 0.07% | 229 |
|