Cerity Partners’s Bank of Marin Bancorp BMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Buy |
20,712
+145
| +0.7% | +$3.31K | ﹤0.01% | 1894 |
|
|
2025
Q1 | $454K | Sell |
20,567
-143
| -0.7% | -$3.16K | ﹤0.01% | 1808 |
|
|
2024
Q4 | $489K | Buy |
20,710
+177
| +0.9% | +$4.18K | ﹤0.01% | 1776 |
|
|
2024
Q3 | $413K | Buy |
20,533
+616
| +3% | +$12.4K | ﹤0.01% | 1881 |
|
|
2024
Q2 | $322K | Buy |
19,917
+4
| +0% | +$65 | ﹤0.01% | 1773 |
|
|
2024
Q1 | $334K | Buy |
19,913
+393
| +2% | +$6.59K | ﹤0.01% | 1805 |
|
|
2023
Q4 | $430K | Buy |
+19,520
| New | +$430K | ﹤0.01% | 1333 |
|
|
2023
Q3 | – | Sell |
-19,520
| Closed | -$345K | – | 1421 |
|
|
2023
Q2 | $345K | Buy |
19,520
+27
| +0.1% | +$477 | ﹤0.01% | 1333 |
|
|
2023
Q1 | $427K | Hold |
19,493
| – | – | ﹤0.01% | 1362 |
|
|
2022
Q4 | $641K | Buy |
+19,493
| New | +$641K | ﹤0.01% | 836 |
|
|
2022
Q3 | – | Sell |
-15,479
| Closed | -$492K | – | 1182 |
|
|
2022
Q2 | $492K | Hold |
15,479
| – | – | 0.01% | 746 |
|
|
2022
Q1 | $543K | Buy |
+15,479
| New | +$543K | 0.01% | 573 |
|