Perigon 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 | $1.42M | Sell |
62,292
-187
| -0.3% | -$4.27K | 0.03% | 402 |
|
|
2025
Q1 | $1.38M | Sell |
62,479
-35
| -0.1% | -$772 | 0.04% | 380 |
|
|
2024
Q4 | $1.46M | Sell |
62,514
-722
| -1% | -$16.8K | 0.04% | 356 |
|
|
2024
Q3 | $1.27M | Buy |
63,236
+10
| +0% | +$201 | 0.03% | 370 |
|
|
2024
Q2 | $1.02M | Buy |
63,226
+10
| +0% | +$162 | 0.03% | 371 |
|
|
2024
Q1 | $1.06M | Sell |
63,216
-789
| -1% | -$13.2K | 0.03% | 357 |
|
|
2023
Q4 | $1.41M | Buy |
64,005
+1,201
| +2% | +$26.4K | 0.05% | 278 |
|
|
2023
Q3 | $1.15M | Sell |
62,804
-1,198
| -2% | -$21.9K | 0.05% | 287 |
|
|
2023
Q2 | $1.13M | Buy |
+64,002
| New | +$1.13M | 0.04% | 294 |
|
|
2021
Q1 | – | Sell |
-998
| Closed | -$34K | – | 551 |
|
|
2020
Q4 | $34K | Buy |
+998
| New | +$34K | ﹤0.01% | 857 |
|
|
2018
Q2 | – | Sell |
-998
| Closed | -$34K | – | 281 |
|
|
2018
Q1 | $34K | Hold |
998
| – | – | 0.01% | 364 |
|
|
2017
Q4 | $34K | Hold |
998
| – | – | 0.01% | 337 |
|
|
2017
Q3 | $34K | Hold |
998
| – | – | 0.01% | 385 |
|
|
2017
Q2 | $31K | Hold |
998
| – | – | 0.01% | 417 |
|
|
2017
Q1 | $32K | Hold |
998
| – | – | 0.01% | 426 |
|
|
2016
Q4 | $34K | Sell |
998
-2,500
| -71% | -$85.2K | 0.01% | 396 |
|
|
2016
Q3 | $87K | Buy |
3,498
+2,500
| +251% | +$62.2K | 0.02% | 251 |
|
|
2016
Q2 | $24K | Hold |
998
| – | – | 0.01% | 324 |
|
|
2016
Q1 | $25K | Buy |
+998
| New | +$25K | 0.01% | 222 |
|