Wealthcare Advisory Partners’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 | $227K | Buy |
3,652
+5
| +0.1% | +$311 | 0.01% | 895 |
|
|
2025
Q1 | $227K | Sell |
3,647
-80
| -2% | -$4.98K | 0.01% | 836 |
|
|
2024
Q4 | $232K | Buy |
3,727
+10
| +0.3% | +$623 | 0.01% | 799 |
|
|
2024
Q3 | $210K | Sell |
3,717
-56
| -1% | -$3.17K | 0.01% | 817 |
|
|
2024
Q2 | $200K | Buy |
+3,773
| New | +$200K | 0.01% | 793 |
|
|
2023
Q2 | – | Sell |
-3,925
| Closed | -$208K | – | 725 |
|
|
2023
Q1 | $208K | Buy |
+3,925
| New | +$208K | 0.01% | 679 |
|
|
2021
Q2 | – | Sell |
-46
| Closed | -$3K | – | 747 |
|
|
2021
Q1 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 1765 |
|