Private Wealth Partners’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 | $845K | Hold |
36,983
| – | – | 0.07% | 103 |
|
|
2025
Q1 | $816K | Hold |
36,983
| – | – | 0.07% | 97 |
|
|
2024
Q4 | $879K | Hold |
36,983
| – | – | 0.07% | 97 |
|
|
2024
Q3 | $743K | Hold |
36,983
| – | – | 0.06% | 102 |
|
|
2024
Q2 | $599K | Hold |
36,983
| – | – | 0.04% | 104 |
|
|
2024
Q1 | $620K | Hold |
36,983
| – | – | 0.05% | 98 |
|
|
2023
Q4 | $814K | Buy |
36,983
+983
| +3% | +$21.6K | 0.07% | 96 |
|
|
2023
Q3 | $658K | Hold |
36,000
| – | – | 0.06% | 98 |
|
|
2023
Q2 | $636K | Hold |
36,000
| – | – | 0.06% | 101 |
|
|
2023
Q1 | $788K | Hold |
36,000
| – | – | 0.08% | 94 |
|
|
2022
Q4 | $1.18M | Buy |
36,000
+18,000
| +100% | +$592K | 0.14% | 70 |
|
|
2022
Q3 | $539K | Buy |
+18,000
| New | +$539K | 0.07% | 66 |
|