Whipplewood Advisors’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
Sell
-173
Closed -$309 1212
2025
Q1
$309 Buy
173
+145
+518% +$259 ﹤0.01% 1172
2024
Q4
$666 Buy
+28
New +$666 ﹤0.01% 1079