HWAM
Hennion & Walsh Asset Management’s Mercantile Bank Corp MBWM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $701K | Buy |
15,112
+2,666
| +21% | +$124K | 0.03% | 579 |
|
2025
Q1 | $541K | Buy |
12,446
+2,273
| +22% | +$98.7K | 0.02% | 612 |
|
2024
Q4 | $453K | Sell |
10,173
-3,536
| -26% | -$157K | 0.02% | 648 |
|
2024
Q3 | $599K | Sell |
13,709
-488
| -3% | -$21.3K | 0.03% | 570 |
|
2024
Q2 | $576K | Buy |
14,197
+3,544
| +33% | +$144K | 0.03% | 552 |
|
2024
Q1 | $410K | Buy |
10,653
+1,523
| +17% | +$58.6K | 0.02% | 616 |
|
2023
Q4 | $369K | Sell |
9,130
-7,498
| -45% | -$303K | 0.02% | 622 |
|
2023
Q3 | $514K | Sell |
16,628
-1,126
| -6% | -$34.8K | 0.03% | 509 |
|
2023
Q2 | $490K | Buy |
17,754
+5,597
| +46% | +$154K | 0.03% | 512 |
|
2023
Q1 | $372K | Buy |
12,157
+1,094
| +10% | +$33.5K | 0.02% | 587 |
|
2022
Q4 | $370K | Buy |
11,063
+337
| +3% | +$11.3K | 0.02% | 565 |
|
2022
Q3 | $319K | Sell |
10,726
-335
| -3% | -$9.96K | 0.02% | 596 |
|
2022
Q2 | $353K | Buy |
11,061
+970
| +10% | +$31K | 0.02% | 583 |
|
2022
Q1 | $357K | Buy |
+10,091
| New | +$357K | 0.02% | 601 |
|