A detailed history of Outlook Wealth Advisors, LLC transactions in Commerce Bancshares Inc stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 6,303 shares of CBSH stock, worth $396,395. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,303
Previous 6,086 3.57%
Holding current value
$396,395
Previous $339,000 10.32%
% of portfolio
0.13%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$55.02 - $65.08 $11,939 - $14,122
217 Added 3.57%
6,303 $374,000
Q2 2024

Jul 18, 2024

BUY
$51.23 - $57.08 $49,129 - $54,739
959 Added 18.7%
6,086 $339,000
Q1 2024

Apr 22, 2024

BUY
$50.09 - $55.07 $58,254 - $64,046
1,163 Added 29.34%
5,127 $272,000
Q4 2023

Jan 29, 2024

BUY
$43.42 - $54.9 $172,116 - $217,623
3,964 New
3,964 $211,000

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 $7.51B
  • 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
Track This Portfolio

Track Outlook Wealth Advisors, LLC Portfolio

Follow Outlook Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Outlook Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Outlook Wealth Advisors, LLC with notifications on news.