Wells Fargo’s John Marshall Bancorp JMSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
11,736
+595
| +5% | +$11K | ﹤0.01% | 4339 |
|
|
2025
Q1 | $184K | Buy |
11,141
+167
| +2% | +$2.76K | ﹤0.01% | 4327 |
|
|
2024
Q4 | $220K | Buy |
10,974
+401
| +4% | +$8.05K | ﹤0.01% | 4257 |
|
|
2024
Q3 | $209K | Buy |
10,573
+260
| +3% | +$5.14K | ﹤0.01% | 4157 |
|
|
2024
Q2 | $180K | Buy |
10,313
+1,098
| +12% | +$19.1K | ﹤0.01% | 4225 |
|
|
2024
Q1 | $165K | Buy |
9,215
+563
| +7% | +$10.1K | ﹤0.01% | 4225 |
|
|
2023
Q4 | $195K | Buy |
8,652
+457
| +6% | +$10.3K | ﹤0.01% | 4093 |
|
|
2023
Q3 | $146K | Sell |
8,195
-1,897
| -19% | -$33.9K | ﹤0.01% | 4227 |
|
|
2023
Q2 | $203K | Buy |
10,092
+1,187
| +13% | +$23.8K | ﹤0.01% | 4340 |
|
|
2023
Q1 | $192K | Buy |
8,905
+4,554
| +105% | +$98.4K | ﹤0.01% | 4190 |
|
|
2022
Q4 | $125K | Sell |
4,351
-330
| -7% | -$9.5K | ﹤0.01% | 4147 |
|
|
2022
Q3 | $115K | Sell |
4,681
-116
| -2% | -$2.85K | ﹤0.01% | 4243 |
|
|
2022
Q2 | $108K | Buy |
+4,797
| New | +$108K | ﹤0.01% | 4338 |
|