TAX MANAGED SMALL CAP PORTFOLIO CBSH Holdings History
TAX MANAGED SMALL CAP PORTFOLIO's Commerce Bancshares Inc Holding Summary
As of 2025-04-30, TAX MANAGED SMALL CAP PORTFOLIO held 97,543.00 shares of Commerce Bancshares Inc(CBSH), totaling $5.92 Mil. This investment constitutes 3.17% of their stock portfolio, and TAX MANAGED SMALL CAP PORTFOLIO now holds 0.07% of the outstanding Commerce Bancshares Inc(CBSH) stock.
The initial trade took place in 2021Q4. And since then TAX MANAGED SMALL CAP PORTFOLIO has made 9 purchases of CBSH, at an average price of $54.60, for a total of 123,012.36 shares. In addition, there have been 2 sales at an average price of $60.42 for 25,469.36 shares. Based on historical transaction data and CBSH's current price of $65.12, TAX MANAGED SMALL CAP PORTFOLIO's estimated gain on his CBSH holdings is $1.17 Mil, reflecting a 17.47% gain to date.
TAX MANAGED SMALL CAP PORTFOLIO CBSH ($65.12) Holding Chart
TAX MANAGED SMALL CAP PORTFOLIO CBSH ($65.12) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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