KCM Investment Advisors’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 | $211K | Hold |
9,240
| – | – | 0.01% | 367 |
|
2025
Q1 | $204K | Sell |
9,240
-1,056
| -10% | -$23.3K | 0.01% | 353 |
|
2024
Q4 | $245K | Buy |
+10,296
| New | +$245K | 0.01% | 331 |
|
2024
Q2 | – | Sell |
-13,571
| Closed | -$228K | – | 371 |
|
2024
Q1 | $228K | Buy |
13,571
+4
| +0% | +$67 | 0.01% | 353 |
|
2023
Q4 | $299K | Buy |
13,567
+4
| +0% | +$88 | 0.01% | 313 |
|
2023
Q3 | $248K | Buy |
13,563
+4
| +0% | +$73 | 0.01% | 334 |
|
2023
Q2 | $240K | Sell |
13,559
-153,207
| -92% | -$2.71M | 0.01% | 360 |
|
2023
Q1 | $3.65M | Buy |
166,766
+146,426
| +720% | +$3.21M | 0.15% | 121 |
|
2022
Q4 | $669K | Buy |
20,340
+2
| +0% | +$66 | 0.03% | 236 |
|
2022
Q3 | $609K | Buy |
20,338
+2
| +0% | +$60 | 0.03% | 236 |
|
2022
Q2 | $646K | Buy |
20,336
+5,771
| +40% | +$183K | 0.03% | 234 |
|
2022
Q1 | $511K | Sell |
14,565
-398
| -3% | -$14K | 0.02% | 281 |
|
2021
Q4 | $557K | Sell |
14,963
-816
| -5% | -$30.4K | 0.02% | 277 |
|
2021
Q3 | $596K | Buy |
15,779
+2
| +0% | +$76 | 0.02% | 254 |
|
2021
Q2 | $503K | Sell |
15,777
-143
| -0.9% | -$4.56K | 0.02% | 264 |
|
2021
Q1 | $623K | Sell |
15,920
-1,530
| -9% | -$59.9K | 0.03% | 233 |
|
2020
Q4 | $599K | Buy |
17,450
+11
| +0.1% | +$378 | 0.03% | 221 |
|
2020
Q3 | $505K | Sell |
17,439
-160,224
| -90% | -$4.64M | 0.03% | 218 |
|
2020
Q2 | $5.92M | Buy |
177,663
+160,249
| +920% | +$5.34M | 0.33% | 70 |
|
2020
Q1 | $522K | Sell |
17,414
-379
| -2% | -$11.4K | 0.04% | 212 |
|
2019
Q4 | $802K | Sell |
17,793
-115
| -0.6% | -$5.18K | 0.04% | 199 |
|
2019
Q3 | $743K | Sell |
17,908
-3,407
| -16% | -$141K | 0.04% | 199 |
|
2019
Q2 | $874K | Sell |
21,315
-2,488
| -10% | -$102K | 0.05% | 182 |
|
2019
Q1 | $969K | Buy |
23,803
+9
| +0% | +$366 | 0.06% | 171 |
|
2018
Q4 | $981K | Buy |
23,794
+6
| +0% | +$247 | 0.06% | 230 |
|
2018
Q3 | $998K | Buy |
23,788
+8
| +0% | +$336 | 0.06% | 240 |
|
2018
Q2 | $961K | Buy |
23,780
+8
| +0% | +$323 | 0.06% | 243 |
|
2018
Q1 | $820K | Buy |
23,772
+12
| +0.1% | +$414 | 0.05% | 278 |
|
2017
Q4 | $808K | Buy |
23,760
+14
| +0.1% | +$476 | 0.05% | 288 |
|
2017
Q3 | $813K | Buy |
23,746
+12
| +0.1% | +$411 | 0.05% | 281 |
|
2017
Q2 | $730K | Buy |
23,734
+52
| +0.2% | +$1.6K | 0.05% | 295 |
|
2017
Q1 | $762K | Sell |
23,682
-420
| -2% | -$13.5K | 0.05% | 292 |
|
2016
Q4 | $841K | Sell |
24,102
-6,904
| -22% | -$241K | 0.06% | 269 |
|
2016
Q3 | $771K | Buy |
31,006
+14
| +0% | +$348 | 0.05% | 285 |
|
2016
Q2 | $750K | Buy |
30,992
+2,022
| +7% | +$48.9K | 0.05% | 285 |
|
2016
Q1 | $713K | Sell |
28,970
-304
| -1% | -$7.48K | 0.05% | 284 |
|
2015
Q4 | $782K | Hold |
29,274
| – | – | 0.06% | 269 |
|
2015
Q3 | $702K | Buy |
29,274
+860
| +3% | +$20.6K | 0.06% | 289 |
|
2015
Q2 | $723K | Hold |
28,414
| – | – | 0.06% | 293 |
|
2015
Q1 | $723K | Buy |
28,414
+3,612
| +15% | +$91.9K | 0.06% | 291 |
|
2014
Q4 | $652K | Sell |
24,802
-200
| -0.8% | -$5.26K | 0.05% | 297 |
|
2014
Q3 | $574K | Hold |
25,002
| – | – | 0.05% | 295 |
|
2014
Q2 | $570K | Hold |
25,002
| – | – | 0.05% | 293 |
|
2014
Q1 | $563K | Hold |
25,002
| – | – | 0.06% | 282 |
|
2013
Q4 | $542K | Sell |
25,002
-5,418
| -18% | -$117K | 0.06% | 280 |
|
2013
Q3 | $632K | Sell |
30,420
-10,418
| -26% | -$216K | 0.08% | 251 |
|
2013
Q2 | $817K | Buy |
+40,838
| New | +$817K | 0.1% | 221 |
|