Creative Planning’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 | $973K | Sell |
20,971
-2,083
| -9% | -$96.7K | ﹤0.01% | 1864 |
|
|
2025
Q1 | $1M | Buy |
23,054
+2,136
| +10% | +$92.8K | ﹤0.01% | 1710 |
|
|
2024
Q4 | $931K | Buy |
20,918
+2,011
| +11% | +$89.5K | ﹤0.01% | 1692 |
|
|
2024
Q3 | $827K | Buy |
18,907
+4,336
| +30% | +$190K | ﹤0.01% | 1671 |
|
|
2024
Q2 | $591K | Buy |
14,571
+2,644
| +22% | +$107K | ﹤0.01% | 1809 |
|
|
2024
Q1 | $459K | Buy |
11,927
+2,723
| +30% | +$105K | ﹤0.01% | 1907 |
|
|
2023
Q4 | $372K | Sell |
9,204
-5,991
| -39% | -$242K | ﹤0.01% | 1929 |
|
|
2023
Q3 | $470K | Buy |
15,195
+5,239
| +53% | +$162K | ﹤0.01% | 1602 |
|
|
2023
Q2 | $275K | Sell |
9,956
-693
| -7% | -$19.1K | ﹤0.01% | 1964 |
|
|
2023
Q1 | $326K | Buy |
10,649
+813
| +8% | +$24.9K | ﹤0.01% | 1747 |
|
|
2022
Q4 | $329K | Buy |
9,836
+21
| +0.2% | +$703 | ﹤0.01% | 1655 |
|
|
2022
Q3 | $292K | Buy |
+9,815
| New | +$292K | ﹤0.01% | 1649 |
|
|
2017
Q3 | – | Sell |
-320
| Closed | -$10K | – | 2868 |
|
|
2017
Q2 | $10K | Hold |
320
| – | – | ﹤0.01% | 3580 |
|
|
2017
Q1 | $11K | Buy |
+320
| New | +$11K | ﹤0.01% | 3487 |
|
|
2016
Q4 | – | Sell |
-164
| Closed | -$4K | – | 4527 |
|
|
2016
Q3 | $4K | Hold |
164
| – | – | ﹤0.01% | 3883 |
|
|
2016
Q2 | $4K | Buy |
+164
| New | +$4K | ﹤0.01% | 3670 |
|