United Advisor Group’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 | $1.87M | Buy |
30,033
+4
| +0% | +$249 | 0.32% | 84 |
|
|
2025
Q1 | $1.87M | Sell |
30,029
-1,093
| -4% | -$68K | 0.38% | 69 |
|
|
2024
Q4 | $1.94M | Sell |
31,122
-992
| -3% | -$61.8K | 0.38% | 68 |
|
|
2024
Q3 | $1.82M | Hold |
32,114
| – | – | 0.41% | 63 |
|
|
2024
Q2 | $1.71M | Buy |
32,114
+17
| +0.1% | +$903 | 0.53% | 56 |
|
|
2024
Q1 | $1.63M | Sell |
32,097
-38,934
| -55% | -$1.97M | 0.61% | 53 |
|
|
2023
Q4 | $3.83M | Buy |
+71,031
| New | +$3.83M | 4.6% | 5 |
|