A detailed history of Axxcess Wealth Management, LLC transactions in Commerce Bancshares Inc stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 12,351 shares of CBSH stock, worth $781,941. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,351
Previous 12,297 0.44%
Holding current value
$781,941
Previous $685,000 7.01%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 04, 2024

BUY
$55.02 - $65.08 $2,971 - $3,514
54 Added 0.44%
12,351 $733,000
Q2 2024

Aug 09, 2024

BUY
$51.23 - $57.08 $3,125 - $3,481
61 Added 0.5%
12,297 $685,000
Q1 2024

May 14, 2024

BUY
$50.09 - $55.07 $3,255 - $3,579
65 Added 0.53%
12,236 $650,000
Q4 2023

Feb 06, 2024

BUY
$43.42 - $54.9 $27,528 - $34,806
634 Added 5.5%
12,171 $650,000
Q3 2023

Nov 14, 2023

BUY
$46.72 - $53.8 $3,036 - $3,497
65 Added 0.57%
11,537 $553,000
Q2 2023

Aug 08, 2023

BUY
$45.69 - $58.79 $2,878 - $3,703
63 Added 0.55%
11,472 $558,000
Q1 2023

May 03, 2023

BUY
$56.6 - $70.06 $2,886 - $3,573
51 Added 0.45%
11,409 $665,000
Q4 2022

Feb 14, 2023

BUY
$64.56 - $74.94 $37,638 - $43,690
583 Added 5.41%
11,358 $773,000
Q3 2022

Nov 14, 2022

SELL
$65.05 - $73.82 $166,528 - $188,979
-2,560 Reduced 19.2%
10,775 $713,000
Q2 2022

Aug 11, 2022

BUY
$63.23 - $73.05 $843,172 - $974,121
13,335 New
13,335 $875,000

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 $7.56B
  • 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 Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, 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 Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.