Private Wealth Partners’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 | $898K | Hold |
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|
2025
Q2 | $845K | Hold |
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|
2025
Q1 | $816K | Hold |
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|
2024
Q4 | $879K | Hold |
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|
2024
Q3 | $743K | Hold |
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|
2024
Q2 | $599K | Hold |
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|
2024
Q1 | $620K | Hold |
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|
2023
Q4 | $814K | Buy |
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|
2023
Q3 | $658K | Hold |
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|
2023
Q2 | $636K | Hold |
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|
2023
Q1 | $788K | Hold |
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | $539K | Buy |
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