EWM
Evermay Wealth Management’s John Marshall Bancorp JMSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.28M | Hold |
333,980
| – | – | 0.77% | 21 |
|
|
2025
Q1 | $5.52M | Hold |
333,980
| – | – | 0.72% | 21 |
|
|
2024
Q4 | $6.71M | Hold |
333,980
| – | – | 1.02% | 20 |
|
|
2024
Q3 | $6.61M | Hold |
333,980
| – | – | 1.06% | 17 |
|
|
2024
Q2 | $5.9M | Hold |
333,980
| – | – | 0.95% | 18 |
|
|
2024
Q1 | $5.98M | Hold |
333,980
| – | – | 0.9% | 18 |
|
|
2023
Q4 | $7.53M | Hold |
333,980
| – | – | 1.39% | 13 |
|
|
2023
Q3 | $5.96M | Buy |
333,980
+1,893
| +0.6% | +$33.8K | 1.22% | 15 |
|
|
2023
Q2 | $6.74M | Hold |
332,087
| – | – | 1.3% | 12 |
|
|
2023
Q1 | $7.17M | Hold |
332,087
| – | – | 1.45% | 11 |
|
|
2022
Q4 | $9.56M | Hold |
332,087
| – | – | 1.95% | 9 |
|
|
2022
Q3 | $8.16M | Buy |
332,087
+15,000
| +5% | +$368K | 1.62% | 12 |
|
|
2022
Q2 | $7.15M | Buy |
+317,087
| New | +$7.15M | 1.39% | 12 |
|