Charles Schwab’s John Marshall Bancorp JMSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $720K | Hold |
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|
2025
Q2 | $673K | Buy |
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|
2025
Q1 | $572K | Buy |
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|
2024
Q4 | $696K | Hold |
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|
2024
Q3 | $685K | Hold |
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|
2024
Q2 | $604K | Buy |
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|
2024
Q1 | $590K | Hold |
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|
2023
Q4 | $743K | Hold |
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|
2023
Q3 | $588K | Hold |
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|
2023
Q2 | $662K | Buy |
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|
2023
Q1 | $664K | Hold |
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|
2022
Q4 | $885K | Buy |
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|
2022
Q3 | $742K | Buy |
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|
2022
Q2 | $665K | Buy |
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