Nisa 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 | $19.3K | Buy |
844
+167
| +25% | +$3.81K | ﹤0.01% | 1961 |
|
|
2025
Q1 | $14.9K | Buy |
677
+645
| +2,016% | +$14.2K | ﹤0.01% | 1996 |
|
|
2024
Q4 | $761 | Hold |
32
| – | – | ﹤0.01% | 2736 |
|
|
2024
Q3 | $643 | Hold |
32
| – | – | ﹤0.01% | 2673 |
|
|
2024
Q2 | $518 | Hold |
32
| – | – | ﹤0.01% | 2676 |
|
|
2024
Q1 | $537 | Sell |
32
-19
| -37% | -$319 | ﹤0.01% | 2487 |
|
|
2023
Q4 | $1.12K | Sell |
51
-2,480
| -98% | -$54.6K | ﹤0.01% | 2244 |
|
|
2023
Q3 | $46.3K | Hold |
2,531
| – | – | ﹤0.01% | 1749 |
|
|
2023
Q2 | $44.7K | Buy |
2,531
+2,521
| +25,210% | +$44.5K | ﹤0.01% | 1785 |
|
|
2023
Q1 | $0 | Buy |
+10
| New | – | ﹤0.01% | 2538 |
|
|
2021
Q2 | – | Sell |
-2,300
| Closed | -$90 | – | 2324 |
|
|
2021
Q1 | $90 | Hold |
2,300
| – | – | ﹤0.01% | 1791 |
|
|
2020
Q4 | $79K | Buy |
2,300
+800
| +53% | +$27.5K | ﹤0.01% | 1832 |
|
|
2020
Q3 | $43K | Buy |
+1,500
| New | +$43K | ﹤0.01% | 1848 |
|
|
2017
Q3 | – | Sell |
-700
| Closed | -$22K | – | 1849 |
|
|
2017
Q2 | $22K | Buy |
700
+500
| +250% | +$15.7K | ﹤0.01% | 1471 |
|
|
2017
Q1 | $6K | Sell |
200
-800
| -80% | -$24K | ﹤0.01% | 1781 |
|
|
2016
Q4 | $35K | Hold |
1,000
| – | – | ﹤0.01% | 1487 |
|
|
2016
Q3 | $25K | Hold |
1,000
| – | – | ﹤0.01% | 1574 |
|
|
2016
Q2 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 1551 |
|
|
2016
Q1 | $25K | Buy |
+1,000
| New | +$25K | ﹤0.01% | 1538 |
|