Whittier Trust’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 | $9.45K | Buy |
+152
| New | +$9.45K | ﹤0.01% | 1241 |
|
|
2024
Q2 | – | Sell |
-258
| Closed | -$13.1K | – | 1528 |
|
|
2024
Q1 | $13.1K | Buy |
+258
| New | +$13.1K | ﹤0.01% | 1223 |
|
|
2023
Q4 | – | Sell |
-2
| Closed | -$95 | – | 1534 |
|
|
2023
Q3 | $95 | Buy |
+2
| New | +$95 | ﹤0.01% | 1660 |
|
|
2023
Q1 | – | Sell |
-1,890
| Closed | -$117K | – | 1615 |
|
|
2022
Q4 | $117K | Buy |
+1,890
| New | +$117K | ﹤0.01% | 773 |
|
|
2020
Q1 | – | Sell |
-329
| Closed | -$18K | – | 1483 |
|
|
2019
Q4 | $18K | Buy |
+329
| New | +$18K | ﹤0.01% | 1039 |
|
|
2018
Q2 | – | Sell |
-191
| Closed | -$8K | – | 1272 |
|
|
2018
Q1 | $8K | Hold |
191
| – | – | ﹤0.01% | 1075 |
|
|
2017
Q4 | $8K | Sell |
191
-1
| -0.5% | -$42 | ﹤0.01% | 1056 |
|
|
2017
Q3 | $8K | Hold |
192
| – | – | ﹤0.01% | 1060 |
|
|
2017
Q2 | $7K | Hold |
192
| – | – | ﹤0.01% | 1038 |
|
|
2017
Q1 | $7K | Buy |
+192
| New | +$7K | ﹤0.01% | 1070 |
|