Principal Financial Group’s Mercantile Bank Corp MBWM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-9,675
| Closed | -$420K | – | 2283 |
|
2025
Q1 | $420K | Buy |
9,675
+340
| +4% | +$14.8K | ﹤0.01% | 1952 |
|
2024
Q4 | $415K | Buy |
9,335
+724
| +8% | +$32.2K | ﹤0.01% | 1989 |
|
2024
Q3 | $376K | Buy |
8,611
+304
| +4% | +$13.3K | ﹤0.01% | 1999 |
|
2024
Q2 | $337K | Buy |
8,307
+620
| +8% | +$25.2K | ﹤0.01% | 2039 |
|
2024
Q1 | $296K | Buy |
+7,687
| New | +$296K | ﹤0.01% | 2090 |
|
2022
Q3 | – | Sell |
-9,270
| Closed | -$297K | – | 2543 |
|
2022
Q2 | $297K | Buy |
+9,270
| New | +$297K | ﹤0.01% | 2185 |
|