Whittier Trust’s Commerce Bancshares CBSH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.2K	Buy	225 +65	+41%	+$3.37K	﹤0.01%	1106
2025 Q4	$8.59K	Hold	160	–	–	﹤0.01%	1155
2025 Q3	$8.99K	Hold	160	–	–	﹤0.01%	1136
2025 Q2	$9.45K	Buy	+160	New	+$9.39K	﹤0.01%	1241
2024 Q2	–	Sell	-271	Closed	-$13.1K	–	1528
2024 Q1	$13.1K	Buy	+271	New	+$12.9K	﹤0.01%	1223
2023 Q4	–	Sell	-2	Closed	-$95	–	1534
2023 Q3	$95	Buy	+2	New	+$86	﹤0.01%	1660
2023 Q1	–	Sell	-1,984	Closed	-$117K	–	1615
2022 Q4	$117K	Buy	+1,984	New	+$116K	﹤0.01%	773
2020 Q1	–	Sell	-346	Closed	-$18K	–	1483
2019 Q4	$18K	Buy	+346	New	+$16.2K	﹤0.01%	1039
2018 Q2	–	Sell	-201	Closed	-$8K	–	1272
2018 Q1	$8K	Hold	201	–	–	﹤0.01%	1075
2017 Q4	$8K	Sell	201 -1	-0.5%	-$37	﹤0.01%	1056
2017 Q3	$8K	Hold	202	–	–	﹤0.01%	1060
2017 Q2	$7K	Hold	202	–	–	﹤0.01%	1038
2017 Q1	$7K	Buy	+202	New	+$7.45K	﹤0.01%	1070