Waterfront Wealth’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 | $8.44M | Sell |
135,758
-727
| -0.5% | -$45.2K | 1.89% | 6 |
|
|
2025
Q1 | $8.49M | Sell |
136,485
-1,339
| -1% | -$83.3K | 2.07% | 5 |
|
|
2024
Q4 | $8.59M | Sell |
137,824
-8,004
| -5% | -$499K | 2.09% | 5 |
|
|
2024
Q3 | $8.65M | Sell |
145,828
-1,199
| -0.8% | -$71.1K | 2.12% | 5 |
|
|
2024
Q2 | $7.81M | Sell |
147,027
-1,813
| -1% | -$96.3K | 2.12% | 5 |
|
|
2024
Q1 | $7.86M | Sell |
148,840
-1,969
| -1% | -$104K | 2.2% | 3 |
|
|
2023
Q4 | $7.67M | Sell |
150,809
-673
| -0.4% | -$34.2K | 2.26% | 4 |
|
|
2023
Q3 | $6.1M | Buy |
151,482
+41
| +0% | +$1.65K | 2% | 7 |
|
|
2023
Q2 | $7.42M | Sell |
151,441
-1,715
| -1% | -$84K | 2.2% | 6 |
|
|
2023
Q1 | $8.11M | Sell |
153,156
-294
| -0.2% | -$15.6K | 2.65% | 2 |
|
|
2022
Q4 | $9.11M | Sell |
153,450
-782
| -0.5% | -$46.4K | 3.13% | 2 |
|
|
2022
Q3 | $9.19M | Sell |
154,232
-114
| -0.1% | -$6.8K | 3.5% | 2 |
|
|
2022
Q2 | $8.75M | Sell |
154,346
-161
| -0.1% | -$9.13K | 3.54% | 2 |
|
|
2022
Q1 | $9.31M | Sell |
154,507
-966
| -0.6% | -$58.2K | 3.29% | 3 |
|
|
2021
Q4 | $9.23M | Sell |
155,473
-198
| -0.1% | -$11.8K | 3.66% | 2 |
|
|
2021
Q3 | $8.92M | Sell |
155,671
-18
| -0% | -$1.03K | 4.31% | 1 |
|
|
2021
Q2 | $9.55M | Sell |
155,689
-85
| -0.1% | -$5.21K | 4.52% | 1 |
|
|
2021
Q1 | $9.88M | Sell |
155,774
-144
| -0.1% | -$9.13K | 4.97% | 1 |
|
|
2020
Q4 | $8.43M | Buy |
+155,918
| New | +$8.43M | 5.97% | 1 |
|