Golden State Wealth Management’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 | $22.8K | Hold |
1,000
| – | – | ﹤0.01% | 849 |
|
|
2025
Q1 | $22.1K | Hold |
1,000
| – | – | ﹤0.01% | 778 |
|
|
2024
Q4 | $23.8K | Buy |
+1,000
| New | +$23.8K | ﹤0.01% | 730 |
|
|
2020
Q4 | – | Sell |
-1,000
| Closed | -$29K | – | 248 |
|
|
2020
Q3 | $29K | Buy |
+1,000
| New | +$29K | 0.01% | 362 |
|
|
2020
Q2 | – | Sell |
-898
| Closed | -$27K | – | 262 |
|
|
2020
Q1 | $27K | Buy |
+898
| New | +$27K | 0.01% | 456 |
|
|
2019
Q4 | – | Sell |
-898
| Closed | -$37K | – | 150 |
|
|
2019
Q3 | $37K | Hold |
898
| – | – | 0.01% | 489 |
|
|
2019
Q2 | $36K | Hold |
898
| – | – | 0.01% | 521 |
|
|
2019
Q1 | $37K | Buy |
+898
| New | +$37K | 0.01% | 513 |
|