Venturi Wealth Management’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-425
| Closed | -$26.5K | – | 764 |
|
|
2024
Q4 | $26.5K | Buy |
425
+24
| +6% | +$1.5K | ﹤0.01% | 1197 |
|
|
2024
Q3 | $22.7K | Hold |
401
| – | – | ﹤0.01% | 977 |
|
|
2024
Q2 | $21.3K | Buy |
401
+377
| +1,571% | +$20K | ﹤0.01% | 926 |
|
|
2024
Q1 | $1.22K | Buy |
+24
| New | +$1.22K | ﹤0.01% | 1314 |
|
|
2020
Q1 | – | Sell |
-6,916
| Closed | -$368K | – | 218 |
|
|
2019
Q4 | $368K | Sell |
6,916
-229
| -3% | -$12.2K | 0.04% | 183 |
|
|
2019
Q3 | $323K | Buy |
7,145
+213
| +3% | +$9.63K | 0.04% | 190 |
|
|
2019
Q2 | $309K | Sell |
6,932
-148
| -2% | -$6.6K | 0.04% | 196 |
|
|
2019
Q1 | $313K | Sell |
7,080
-615
| -8% | -$27.2K | 0.04% | 203 |
|
|
2018
Q4 | $325K | Buy |
+7,695
| New | +$325K | 0.05% | 194 |
|