Pathstone Family Office’s Commerce Bancshares CBSH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$588K	Buy	13,516 +8,554	+172%	+$372K	﹤0.01%	959
2023 Q2	$204K	Buy	+4,962	New	+$204K	﹤0.01%	1138
2023 Q1	–	Sell	-15,045	Closed	-$720K	–	1246
2022 Q4	$720K	Buy	15,045 +4,024	+37%	+$193K	0.01%	931
2022 Q3	$630K	Buy	+11,021	New	+$630K	0.01%	962