EP Wealth Advisors’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	$238K	Sell	5,135 -16	-0.3%	-$743	﹤0.01%	1154
2025 Q1	$224K	Buy	5,151 +650	+14%	+$28.2K	﹤0.01%	1079
2024 Q4	$200K	Buy	+4,501	New	+$200K	﹤0.01%	1088