Waterfront Wealth’s Commerce Bancshares CBSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.26M Sell
2025
Q2
$8.44M Sell
2025
Q1
$8.49M Sell
2024
Q4
$8.59M Sell
2024
Q3
$8.65M Sell
2024
Q2
$7.81M Sell
2024
Q1
$7.86M Sell
2023
Q4
$7.67M Sell
2023
Q3
$6.1M Buy
2023
Q2
$7.42M Sell
2023
Q1
$8.11M Sell
2022
Q4
$9.11M Sell
2022
Q3
$9.19M Sell
2022
Q2
$8.75M Sell
2022
Q1
$9.3M Sell
2021
Q4
$9.23M Sell
2021
Q3
$8.92M Sell
2021
Q2
$9.55M Sell
2021
Q1
$9.88M Sell
2020
Q4
$8.43M Buy