Carson Wealth (CWM LLC)’s Bank of Marin Bancorp BMRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89K | Buy |
3,895
+1,142
| +41% | +$26.1K | ﹤0.01% | 2818 |
|
|
2025
Q1 | $61K | Buy |
2,753
+630
| +30% | +$14K | ﹤0.01% | 2800 |
|
|
2024
Q4 | $50K | Sell |
2,123
-2
| -0.1% | -$47 | ﹤0.01% | 2794 |
|
|
2024
Q3 | $43K | Buy |
2,125
+181
| +9% | +$3.66K | ﹤0.01% | 2797 |
|
|
2024
Q2 | $31K | Buy |
1,944
+1,096
| +129% | +$17.5K | ﹤0.01% | 2800 |
|
|
2024
Q1 | $14K | Buy |
848
+3
| +0.4% | +$50 | ﹤0.01% | 3121 |
|
|
2023
Q4 | $19K | Sell |
845
-22
| -3% | -$495 | ﹤0.01% | 2789 |
|
|
2023
Q3 | $16K | Sell |
867
-12
| -1% | -$221 | ﹤0.01% | 2821 |
|
|
2023
Q2 | $16K | Buy |
879
+858
| +4,086% | +$15.6K | ﹤0.01% | 2770 |
|
|
2023
Q1 | $0 | Buy |
+21
| New | – | ﹤0.01% | 4043 |
|