Creative Planning’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 | $1.22M | Buy |
53,363
+26,824
| +101% | +$613K | ﹤0.01% | 1695 |
|
|
2025
Q1 | $586K | Buy |
26,539
+3,674
| +16% | +$81.1K | ﹤0.01% | 2136 |
|
|
2024
Q4 | $544K | Buy |
22,865
+4,886
| +27% | +$116K | ﹤0.01% | 2141 |
|
|
2024
Q3 | $361K | Buy |
+17,979
| New | +$361K | ﹤0.01% | 2372 |
|
|
2023
Q4 | – | Sell |
-632
| Closed | -$11.6K | – | 2752 |
|
|
2023
Q3 | $11.6K | Buy |
+632
| New | +$11.6K | ﹤0.01% | 2609 |
|
|
2022
Q2 | – | Sell |
-632
| Closed | -$22K | – | 2216 |
|
|
2022
Q1 | $22K | Buy |
+632
| New | +$22K | ﹤0.01% | 2107 |
|