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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Hold |
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|
2025
Q1 | $530K | Sell |
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|
2024
Q4 | $559K | Sell |
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|
2024
Q3 | $601K | Hold |
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|
2024
Q2 | $558K | Sell |
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|
2024
Q1 | $648K | Sell |
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|
2023
Q4 | $798K | Hold |
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|
2023
Q3 | $611K | Hold |
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|
2023
Q2 | $546K | Sell |
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|
2023
Q1 | $610K | Hold |
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|
2022
Q4 | $668K | Hold |
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|
2022
Q3 | $593K | Sell |
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|
2022
Q2 | $689K | Sell |
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|
2022
Q1 | $899K | Hold |
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|
2021
Q4 | $905K | Hold |
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|
2021
Q3 | $847K | Hold |
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|
2021
Q2 | $843K | Hold |
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|
2021
Q1 | $839K | Hold |
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|
2020
Q4 | $702K | Hold |
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|
2020
Q3 | $466K | Buy |
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