Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Bank of Marin Bancorp BMRC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BMRC Stock Details BMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$155K Buy
2025
Q2 		$89K Buy
2025
Q1 		$61K Buy
2024
Q4 		$50K Sell
2024
Q3 		$43K Buy
2024
Q2 		$31K Buy
2024
Q1 		$14K Buy
2023
Q4 		$19K Sell
2023
Q3 		$16K Sell
2023
Q2 		$16K Buy
2023
Q1 		$0 Buy