Shakespeare Wealth Management’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
2026 Q1	$584K	Hold	11,574	–	–	0.14%	57
2025 Q4	$557K	Hold	11,574	–	–	0.12%	59
2025 Q3	$521K	Sell	11,574 -620	-5%	-$29.5K	0.12%	61
2025 Q2	$566K	Hold	12,194	–	–	0.15%	56
2025 Q1	$530K	Sell	12,194 -374	-3%	-$17.3K	0.14%	60
2024 Q4	$559K	Sell	12,568 -1,185	-9%	-$55.1K	0.15%	57
2024 Q3	$601K	Hold	13,753	–	–	0.16%	54
2024 Q2	$558K	Sell	13,753 -3,071	-18%	-$115K	0.16%	51
2024 Q1	$648K	Sell	16,824 -2,944	-15%	-$112K	0.19%	49
2023 Q4	$798K	Hold	19,768	–	–	0.25%	39
2023 Q3	$611K	Hold	19,768	–	–	0.21%	44
2023 Q2	$546K	Sell	19,768 -195	-1%	-$5.4K	0.19%	47
2023 Q1	$610K	Hold	19,963	–	–	0.22%	39
2022 Q4	$668K	Hold	19,963	–	–	0.25%	40
2022 Q3	$593K	Sell	19,963 -1,800	-8%	-$60.1K	0.25%	40
2022 Q2	$689K	Sell	21,763 -4,071	-16%	-$132K	0.28%	39
2022 Q1	$899K	Hold	25,834	–	–	0.32%	35
2021 Q4	$905K	Hold	25,834	–	–	0.32%	36
2021 Q3	$847K	Hold	25,834	–	–	0.33%	36
2021 Q2	$843K	Hold	25,834	–	–	0.33%	35
2021 Q1	$839K	Hold	25,834	–	–	0.35%	35
2020 Q4	$702K	Hold	25,834	–	–	0.31%	37
2020 Q3	$466K	Buy	+25,834	New	+$541K	0.25%	46