WAAG
Wealth Alliance Advisory Group’s Commerce Bancshares CBSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Hold |
6,661
| – | – | 0.08% | 122 |
|
|
2025
Q1 | $415K | Hold |
6,661
| – | – | 0.09% | 123 |
|
|
2024
Q4 | $415K | Buy |
6,661
+317
| +5% | +$19.8K | 0.09% | 117 |
|
|
2024
Q3 | $377K | Hold |
6,344
| – | – | 0.08% | 128 |
|
|
2024
Q2 | $354K | Hold |
6,344
| – | – | 0.08% | 133 |
|
|
2024
Q1 | $338K | Hold |
6,344
| – | – | 0.08% | 135 |
|
|
2023
Q4 | $339K | Buy |
6,344
+302
| +5% | +$16.1K | 0.09% | 132 |
|
|
2023
Q3 | $290K | Hold |
6,042
| – | – | 0.09% | 135 |
|
|
2023
Q2 | $294K | Hold |
6,042
| – | – | 0.1% | 131 |
|
|
2023
Q1 | $353K | Hold |
6,042
| – | – | 0.13% | 107 |
|
|
2022
Q4 | $411K | Buy |
6,042
+287
| +5% | +$19.5K | 0.16% | 90 |
|
|
2022
Q3 | $381K | Hold |
5,755
| – | – | 0.17% | 87 |
|
|
2022
Q2 | $378K | Hold |
5,755
| – | – | 0.18% | 83 |
|
|
2022
Q1 | $412K | Hold |
5,755
| – | – | 0.18% | 88 |
|
|
2021
Q4 | $396K | Buy |
5,755
+274
| +5% | +$18.9K | 0.17% | 95 |
|
|
2021
Q3 | $382K | Hold |
5,481
| – | – | 0.19% | 85 |
|
|
2021
Q2 | $409K | Hold |
5,481
| – | – | 0.2% | 84 |
|
|
2021
Q1 | $420K | Hold |
5,481
| – | – | 0.22% | 77 |
|
|
2020
Q4 | $360K | Buy |
5,481
+261
| +5% | +$17.1K | 0.19% | 84 |
|
|
2020
Q3 | $294K | Sell |
5,220
-289
| -5% | -$16.3K | 0.17% | 88 |
|
|
2020
Q2 | $328K | Buy |
5,509
+289
| +6% | +$17.2K | 0.2% | 75 |
|
|
2020
Q1 | $263K | Hold |
5,220
| – | – | 0.2% | 79 |
|
|
2019
Q4 | $355K | Buy |
5,220
+248
| +5% | +$16.9K | 0.2% | 77 |
|
|
2019
Q3 | $297K | Sell |
4,972
-487
| -9% | -$29.1K | 0.18% | 83 |
|
|
2019
Q2 | $318K | Buy |
5,459
+487
| +10% | +$28.4K | 0.2% | 79 |
|
|
2019
Q1 | $301K | Hold |
4,972
| – | – | 0.19% | 83 |
|
|
2018
Q4 | $280K | Buy |
4,972
+236
| +5% | +$13.3K | 0.21% | 85 |
|
|
2018
Q3 | $313K | Hold |
4,736
| – | – | 0.16% | 97 |
|
|
2018
Q2 | $306K | Hold |
4,736
| – | – | 0.17% | 88 |
|
|
2018
Q1 | $284K | Hold |
4,736
| – | – | 0.17% | 85 |
|
|
2017
Q4 | $264K | Buy |
+4,736
| New | +$264K | 0.24% | 76 |
|