TPWM
Twelve Points Wealth Management’s Merchants Bancorp MBIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
39,126
+1,343
| +4% | +$44.4K | 0.35% | 70 |
|
|
2025
Q1 | $1.4M | Buy |
37,783
+1,969
| +5% | +$72.9K | 0.38% | 64 |
|
|
2024
Q4 | $1.31M | Buy |
35,814
+1,802
| +5% | +$65.7K | 0.38% | 67 |
|
|
2024
Q3 | $1.53M | Buy |
34,012
+1,166
| +4% | +$52.4K | 0.48% | 49 |
|
|
2024
Q2 | $1.33M | Buy |
32,846
+1,195
| +4% | +$48.4K | 0.47% | 50 |
|
|
2024
Q1 | $1.37M | Sell |
31,651
-82
| -0.3% | -$3.54K | 0.5% | 51 |
|
|
2023
Q4 | $1.35M | Buy |
31,733
+1,170
| +4% | +$49.8K | 0.64% | 47 |
|
|
2023
Q3 | $847K | Buy |
30,563
+1,543
| +5% | +$42.8K | 0.42% | 63 |
|
|
2023
Q2 | $742K | Buy |
29,020
+2,574
| +10% | +$65.8K | 0.4% | 73 |
|
|
2023
Q1 | $689K | Buy |
26,446
+3,997
| +18% | +$104K | 0.4% | 73 |
|
|
2022
Q4 | $546K | Sell |
22,449
-347
| -2% | -$8.44K | 0.37% | 84 |
|
|
2022
Q3 | $526K | Buy |
22,796
+995
| +5% | +$23K | 0.41% | 80 |
|
|
2022
Q2 | $494K | Buy |
21,801
+14,277
| +190% | +$324K | 0.38% | 93 |
|
|
2022
Q1 | $206K | Buy |
+7,524
| New | +$206K | 0.15% | 169 |
|