EverSource Wealth Advisors’s Bank of Marin Bancorp BMRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1K | Buy |
531
+244
| +85% | +$5.57K | ﹤0.01% | 2668 |
|
|
2025
Q1 | $6.33K | Buy |
287
+1
| +0.3% | +$22 | ﹤0.01% | 2378 |
|
|
2024
Q4 | $6.8K | Hold |
286
| – | – | ﹤0.01% | 2193 |
|
|
2024
Q3 | $5.75K | Hold |
286
| – | – | ﹤0.01% | 2174 |
|
|
2024
Q2 | $5.81K | Buy |
286
+101
| +55% | +$2.05K | ﹤0.01% | 2166 |
|
|
2024
Q1 | $2.66K | Buy |
185
+155
| +517% | +$2.23K | ﹤0.01% | 2299 |
|
|
2023
Q4 | $661 | Sell |
30
-109
| -78% | -$2.4K | ﹤0.01% | 2470 |
|
|
2023
Q3 | $2.54K | Buy |
+139
| New | +$2.54K | ﹤0.01% | 1944 |
|