Wealthspire Advisors (New York)’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 | $469K | Sell |
20,525
-1,531
| -7% | -$35K | ﹤0.01% | 557 |
|
|
2025
Q1 | $487K | Buy |
22,056
+1,531
| +7% | +$33.8K | ﹤0.01% | 520 |
|
|
2024
Q4 | $488K | Sell |
20,525
-1,501
| -7% | -$35.7K | ﹤0.01% | 521 |
|
|
2024
Q3 | $443K | Buy |
22,026
+1,501
| +7% | +$30.2K | ﹤0.01% | 519 |
|
|
2024
Q2 | $332K | Hold |
20,525
| – | – | ﹤0.01% | 517 |
|
|
2024
Q1 | $344K | Buy |
20,525
+4,400
| +27% | +$73.8K | ﹤0.01% | 495 |
|
|
2023
Q4 | $355K | Buy |
+16,125
| New | +$355K | 0.01% | 482 |
|