A detailed history of Modern Wealth Management, LLC transactions in Commerce Bancshares Inc stock. As of the latest transaction made, Modern Wealth Management, LLC holds 16,899 shares of CBSH stock, worth $883,986. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,899
Previous 17,019 0.71%
Holding current value
$883,986
Previous $1.06 Million 0.85%
% of portfolio
0.03%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

SELL
$55.42 - $65.63 $6,650 - $7,875
-120 Reduced 0.71%
16,899 $1.05 Million
Q1 2025

May 15, 2025

BUY
$58.85 - $68.59 $22,421 - $26,132
381 Added 2.29%
17,019 $1.06 Billion
Q4 2024

May 30, 2025

SELL
$57.04 - $74.36 $12,548 - $16,359
-220 Reduced 1.29%
16,799 $1.05 Million
Q4 2024

May 29, 2025

SELL
$57.04 - $74.36 $12,548 - $16,359
-220 Reduced 1.29%
16,799 $1.05 Million
Q4 2024

Feb 11, 2025

BUY
$57.04 - $74.36 $148,018 - $192,964
2,595 Added 18.48%
16,638 $1.11 Billion
Q3 2024

May 30, 2025

SELL
$55.02 - $65.08 $163,739 - $193,678
-2,976 Reduced 17.49%
14,043 $834,000
Q3 2024

May 29, 2025

SELL
$55.02 - $65.08 $163,739 - $193,678
-2,976 Reduced 17.49%
14,043 $834,000
Q3 2024

Nov 05, 2024

BUY
$55.02 - $65.08 $385 - $455
7 Added 0.05%
14,043 $834 Million
Q2 2024

May 29, 2025

SELL
$51.23 - $57.08 $152,819 - $170,269
-2,983 Reduced 17.53%
14,036 $782,000
Q2 2024

Aug 07, 2024

SELL
$51.23 - $57.08 $973 - $1,084
-19 Reduced 0.14%
14,036 $783 Million
Q1 2024

May 28, 2025

SELL
$50.09 - $55.07 $148,466 - $163,227
-2,964 Reduced 17.42%
14,055 $748 Million
Q1 2024

May 13, 2024

BUY
$50.09 - $55.07 $166,048 - $182,557
3,315 Added 30.87%
14,055 $797 Million
Q4 2023

May 28, 2025

SELL
$43.42 - $54.9 $137,511 - $173,868
-3,167 Reduced 18.61%
13,852 $740 Million
Q4 2023

Feb 14, 2024

BUY
$43.42 - $54.9 $466,330 - $589,626
10,740 New
10,740 $574 Million

Others Institutions Holding CBSH

About COMMERCE BANCSHARES INC


  • Ticker CBSH
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 119,361,000
  • Market Cap $6.24B
  • Description
  • Commerce Bancshares, Inc. operates as the bank holding company for Commerce Bank that provides retail, mortgage banking, corporate, investment, trust, and asset management products and services to individuals and businesses in the United States. It operates through three segments: Consumer, Commercial, and Wealth. The Consumer segment offers var...
More about CBSH
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