Charles Schwab’s John Marshall Bancorp JMSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $673K | Buy |
36,340
+1,693
| +5% | +$31.4K | ﹤0.01% | 3031 |
|
|
2025
Q1 | $572K | Buy |
34,647
+1
| +0% | +$17 | ﹤0.01% | 3032 |
|
|
2024
Q4 | $696K | Hold |
34,646
| – | – | ﹤0.01% | 3038 |
|
|
2024
Q3 | $685K | Hold |
34,646
| – | – | ﹤0.01% | 3044 |
|
|
2024
Q2 | $604K | Buy |
34,646
+1,716
| +5% | +$29.9K | ﹤0.01% | 3115 |
|
|
2024
Q1 | $590K | Hold |
32,930
| – | – | ﹤0.01% | 2963 |
|
|
2023
Q4 | $743K | Hold |
32,930
| – | – | ﹤0.01% | 2929 |
|
|
2023
Q3 | $588K | Hold |
32,930
| – | – | ﹤0.01% | 2986 |
|
|
2023
Q2 | $662K | Buy |
32,930
+2,176
| +7% | +$43.7K | ﹤0.01% | 2921 |
|
|
2023
Q1 | $664K | Hold |
30,754
| – | – | ﹤0.01% | 2861 |
|
|
2022
Q4 | $885K | Buy |
30,754
+575
| +2% | +$16.5K | ﹤0.01% | 2816 |
|
|
2022
Q3 | $742K | Buy |
30,179
+695
| +2% | +$17.1K | ﹤0.01% | 2889 |
|
|
2022
Q2 | $665K | Buy |
+29,484
| New | +$665K | ﹤0.01% | 2954 |
|