SSW
Smith Shellnut Wilson’s Commerce Bancshares CBSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Hold |
5,472
| – | – | 0.15% | 96 |
|
|
2025
Q1 | $341K | Sell |
5,472
-782
| -13% | -$48.7K | 0.16% | 100 |
|
|
2024
Q4 | $390K | Buy |
6,254
+295
| +5% | +$18.4K | 0.17% | 89 |
|
|
2024
Q3 | $354K | Hold |
5,959
| – | – | 0.16% | 95 |
|
|
2024
Q2 | $332K | Hold |
5,959
| – | – | 0.16% | 94 |
|
|
2024
Q1 | $317K | Hold |
5,959
| – | – | 0.17% | 95 |
|
|
2023
Q4 | $318K | Buy |
5,959
+283
| +5% | +$15.1K | 0.18% | 92 |
|
|
2023
Q3 | $272K | Hold |
5,676
| – | – | 0.17% | 105 |
|
|
2023
Q2 | $276K | Hold |
5,676
| – | – | 0.16% | 108 |
|
|
2023
Q1 | $331K | Hold |
5,676
| – | – | 0.2% | 87 |
|
|
2022
Q4 | $386K | Buy |
5,676
+267
| +5% | +$18.2K | 0.24% | 74 |
|
|
2022
Q3 | $358K | Hold |
5,409
| – | – | 0.24% | 68 |
|
|
2022
Q2 | $355K | Sell |
5,409
-2,406
| -31% | -$158K | 0.22% | 79 |
|
|
2022
Q1 | $559K | Hold |
7,815
| – | – | 0.29% | 61 |
|
|
2021
Q4 | $537K | Buy |
7,815
+369
| +5% | +$25.4K | 0.27% | 74 |
|
|
2021
Q3 | $519K | Hold |
7,446
| – | – | 0.3% | 62 |
|
|
2021
Q2 | $555K | Sell |
7,446
-619
| -8% | -$46.1K | 0.32% | 60 |
|
|
2021
Q1 | $618K | Hold |
8,065
| – | – | 0.38% | 49 |
|
|
2020
Q4 | $530K | Sell |
8,065
-566
| -7% | -$37.2K | 0.32% | 53 |
|
|
2020
Q3 | $486 | Hold |
8,631
| – | – | 0.18% | 62 |
|
|
2020
Q2 | $513K | Sell |
8,631
-1,920
| -18% | -$114K | 0.37% | 49 |
|
|
2020
Q1 | $531K | Hold |
10,551
| – | – | 0.45% | 45 |
|
|
2019
Q4 | $717K | Sell |
10,551
-1,236
| -10% | -$84K | 0.48% | 38 |
|
|
2019
Q3 | $715K | Hold |
11,787
| – | – | 0.53% | 36 |
|
|
2019
Q2 | $703K | Hold |
11,787
| – | – | 0.53% | 38 |
|
|
2019
Q1 | $684K | Buy |
11,787
+2,811
| +31% | +$163K | 0.54% | 40 |
|
|
2018
Q4 | $506K | Sell |
8,976
-2,256
| -20% | -$127K | 0.54% | 39 |
|
|
2018
Q3 | $742K | Buy |
+11,232
| New | +$742K | 0.66% | 31 |
|
|
2018
Q1 | $673K | Sell |
11,232
-667
| -6% | -$40K | 0.58% | 33 |
|
|
2017
Q4 | $664K | Sell |
11,899
-713
| -6% | -$39.8K | 0.56% | 33 |
|
|
2017
Q3 | $729K | Sell |
12,612
-774
| -6% | -$44.7K | 0.64% | 28 |
|
|
2017
Q2 | $641K | Buy |
13,386
+392
| +3% | +$18.8K | 0.67% | 31 |
|
|
2017
Q1 | $730K | Hold |
12,994
| – | – | 0.67% | 28 |
|
|
2016
Q4 | $751K | Buy |
+12,994
| New | +$751K | 0.72% | 26 |
|