Charles Schwab’s BayCom BCML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $892K | Buy |
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|
2025
Q1 | $753K | Buy |
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|
2024
Q4 | $802K | Buy |
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|
2024
Q3 | $709K | Hold |
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|
2024
Q2 | $608K | Buy |
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|
2024
Q1 | $600K | Sell |
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|
2023
Q4 | $734K | Sell |
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|
2023
Q3 | $610K | Hold |
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|
2023
Q2 | $530K | Sell |
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|
2023
Q1 | $553K | Hold |
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|
2022
Q4 | $615K | Sell |
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|
2022
Q3 | $583K | Sell |
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|
2022
Q2 | $686K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $505K | Sell |
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|
2020
Q4 | $431K | Hold |
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|
2020
Q3 | $293K | Sell |
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|
2020
Q2 | $388K | Buy |
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|
2020
Q1 | $324K | Sell |
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|
2019
Q4 | $637K | Buy |
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|
2019
Q3 | $571K | Buy |
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|
2019
Q2 | $527K | Buy |
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|
2019
Q1 | $520K | Buy |
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|
2018
Q4 | $443K | Sell |
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|
2018
Q3 | $513K | Hold |
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|
2018
Q2 | $476K | Buy |
|