WWA
WCG Wealth Advisors’s Commerce Bancshares CBSH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.21M | Sell |
19,393
-71
| -0.4% | -$4.41K | 0.08% | 205 |
|
2025
Q1 | $1.21M | Sell |
19,464
-136
| -0.7% | -$8.46K | 0.09% | 182 |
|
2024
Q4 | $1.22M | Buy |
19,600
+835
| +4% | +$52K | 0.08% | 190 |
|
2024
Q3 | $1.12M | Buy |
18,765
+4
| +0% | +$238 | 0.08% | 212 |
|
2024
Q2 | $1.05M | Buy |
18,761
+2,344
| +14% | +$131K | 0.08% | 192 |
|
2024
Q1 | $873K | Sell |
16,417
-3,571
| -18% | -$190K | 0.07% | 193 |
|
2023
Q4 | $1.07M | Sell |
19,988
-1,344
| -6% | -$71.8K | 0.08% | 196 |
|
2023
Q3 | $1.02M | Buy |
+21,332
| New | +$1.02M | 0.07% | 197 |
|