Creative Planning’s Mercantile Bank Corp MBWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $973K | Sell |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $931K | Buy |
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|
2024
Q3 | $827K | Buy |
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|
2024
Q2 | $591K | Buy |
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|
2024
Q1 | $459K | Buy |
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|
2023
Q4 | $372K | Sell |
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|
2023
Q3 | $470K | Buy |
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $326K | Buy |
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|
2022
Q4 | $329K | Buy |
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|
2022
Q3 | $292K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $10K | Hold |
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|
2017
Q1 | $11K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $4K | Hold |
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|
2016
Q2 | $4K | Buy |
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