V Wealth Advisors’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 | – | Sell |
-19,448
| Closed | -$859K | – | 148 |
|
|
2023
Q2 | $859K | Sell |
19,448
-4,559
| -19% | -$201K | 0.14% | 143 |
|
|
2023
Q1 | $1.27M | Buy |
24,007
+83
| +0.3% | +$4.39K | 0.24% | 93 |
|
|
2022
Q4 | $1.48M | Sell |
23,924
-1,355
| -5% | -$83.7K | 0.31% | 74 |
|
|
2022
Q3 | $1.44M | Sell |
25,279
-34
| -0.1% | -$1.94K | 0.29% | 80 |
|
|
2022
Q2 | $1.44M | Buy |
25,313
+1,280
| +5% | +$72.6K | 0.27% | 87 |
|
|
2022
Q1 | $1.49M | Sell |
24,033
-34
| -0.1% | -$2.1K | 0.24% | 104 |
|
|
2021
Q4 | $1.43M | Buy |
24,067
+873
| +4% | +$51.8K | 0.21% | 114 |
|
|
2021
Q3 | $1.33M | Buy |
23,194
+2
| +0% | +$115 | 0.21% | 114 |
|
|
2021
Q2 | $1.42M | Sell |
23,192
-597
| -3% | -$36.6K | 0.23% | 106 |
|
|
2021
Q1 | $1.5M | Sell |
23,789
-170
| -0.7% | -$10.7K | 0.28% | 91 |
|
|
2020
Q4 | $1.3M | Buy |
+23,959
| New | +$1.3M | 0.27% | 98 |
|
|
2020
Q3 | – | Sell |
-24,334
| Closed | -$1.13M | – | 190 |
|
|
2020
Q2 | $1.13M | Buy |
24,334
+1,596
| +7% | +$74.3K | 0.29% | 84 |
|
|
2020
Q1 | $897K | Buy |
22,738
+4,579
| +25% | +$181K | 0.28% | 94 |
|
|
2019
Q4 | $863K | Sell |
18,159
-908
| -5% | -$43.2K | 0.31% | 85 |
|
|
2019
Q3 | $863K | Hold |
19,067
| – | – | 0.31% | 85 |
|
|
2019
Q2 | $849K | Hold |
19,067
| – | – | 0.32% | 85 |
|
|
2019
Q1 | $852K | Hold |
19,067
| – | – | 0.34% | 79 |
|
|
2018
Q4 | $821K | Sell |
19,067
-2
| -0% | -$86 | 0.42% | 66 |
|
|
2018
Q3 | $895K | Hold |
19,069
| – | – | 0.41% | 64 |
|
|
2018
Q2 | $898K | Hold |
19,069
| – | – | 0.5% | 54 |
|
|
2018
Q1 | $792K | Hold |
19,069
| – | – | 0.42% | 65 |
|
|
2017
Q4 | $783K | Sell |
19,069
-1
| -0% | -$41 | 0.39% | 66 |
|
|
2017
Q3 | $746K | Sell |
19,070
-1,824
| -9% | -$71.4K | 0.38% | 63 |
|
|
2017
Q2 | $804K | Hold |
20,894
| – | – | 0.38% | 63 |
|
|
2017
Q1 | $794K | Sell |
20,894
-739
| -3% | -$28.1K | 0.49% | 60 |
|
|
2016
Q4 | $847K | Sell |
21,633
-742
| -3% | -$29.1K | 0.62% | 57 |
|
|
2016
Q3 | $710K | Hold |
22,375
| – | – | 0.57% | 58 |
|
|
2016
Q2 | $692K | Hold |
22,375
| – | – | 0.57% | 60 |
|
|
2016
Q1 | $656K | Buy |
+22,375
| New | +$656K | 0.52% | 60 |
|