WAP
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Wealthcare Advisory Partners’s Commerce Bancshares CBSH Stock Holding History

Wealthcare Advisory Partners’s Portfolio CBSH Stock Details CBSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,835
Closed -$218K – 1078
2025
Q3 		$218K Hold
3,835
– – ﹤0.01% 951
2025
Q2 		$227K Buy
3,835
+6
+0.2% +$352 0.01% 895
2025
Q1 		$227K Sell
3,829
-84
-2% -$5.12K 0.01% 836
2024
Q4 		$232K Buy
3,913
+10
+0.3% +$603 0.01% 799
2024
Q3 		$210K Sell
3,903
-58
-1% -$3.22K 0.01% 817
2024
Q2 		$200K Buy
+3,961
New +$196K 0.01% 793
2023
Q2 		– Sell
-4,121
Closed -$208K – 725
2023
Q1 		$208K Buy
+4,121
New +$230K 0.01% 679
2021
Q2 		– Sell
-48
Closed -$3K – 747
2021
Q1 		$3K Buy
+48
New +$2.77K ﹤0.01% 1765

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