Carson Wealth (CWM LLC)’s Mercantile Bank Corp MBWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Buy |
6,645
+1,366
| +26% | +$63.3K | ﹤0.01% | 1847 |
|
|
2025
Q1 | $229K | Buy |
5,279
+2,007
| +61% | +$87.1K | ﹤0.01% | 1834 |
|
|
2024
Q4 | $146K | Buy |
3,272
+23
| +0.7% | +$1.03K | ﹤0.01% | 2036 |
|
|
2024
Q3 | $142K | Buy |
3,249
+450
| +16% | +$19.7K | ﹤0.01% | 1965 |
|
|
2024
Q2 | $114K | Buy |
2,799
+1,982
| +243% | +$80.7K | ﹤0.01% | 1887 |
|
|
2024
Q1 | $31K | Buy |
817
+302
| +59% | +$11.5K | ﹤0.01% | 2623 |
|
|
2023
Q4 | $21K | Buy |
515
+25
| +5% | +$1.02K | ﹤0.01% | 2744 |
|
|
2023
Q3 | $15K | Sell |
490
-450
| -48% | -$13.8K | ﹤0.01% | 2877 |
|
|
2023
Q2 | $26K | Buy |
940
+334
| +55% | +$9.24K | ﹤0.01% | 2455 |
|
|
2023
Q1 | $19K | Buy |
606
+237
| +64% | +$7.43K | ﹤0.01% | 2544 |
|
|
2022
Q4 | $12K | Buy |
369
+110
| +42% | +$3.58K | ﹤0.01% | 2700 |
|
|
2022
Q3 | $8K | Buy |
259
+3
| +1% | +$93 | ﹤0.01% | 2825 |
|
|
2022
Q2 | $8K | Buy |
+256
| New | +$8K | ﹤0.01% | 2705 |
|