Perigon Wealth Management’s Bank of Marin Bancorp BMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.5M | Sell |
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|
2025
Q2 | $1.42M | Sell |
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|
2025
Q1 | $1.38M | Sell |
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|
2024
Q4 | $1.46M | Sell |
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|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $1.41M | Buy |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.13M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $34K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $34K | Hold |
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|
2017
Q4 | $34K | Hold |
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|
2017
Q3 | $34K | Hold |
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|
2017
Q2 | $31K | Hold |
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|
2017
Q1 | $32K | Hold |
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|
2016
Q4 | $34K | Sell |
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|
2016
Q3 | $87K | Buy |
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|
2016
Q2 | $24K | Hold |
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|
2016
Q1 | $25K | Buy |
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