Cerity Partners’s Bank of Marin Bancorp BMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $558K | Buy |
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|
2025
Q2 | $473K | Buy |
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|
2025
Q1 | $454K | Sell |
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|
2024
Q4 | $489K | Buy |
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|
2024
Q3 | $413K | Buy |
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|
2024
Q2 | $322K | Buy |
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|
2024
Q1 | $334K | Buy |
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|
2023
Q4 | $430K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $345K | Buy |
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|
2023
Q1 | $427K | Hold |
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|
2022
Q4 | $641K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $492K | Hold |
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|
2022
Q1 | $543K | Buy |
|