Winch Advisory Services’s BayCom BCML Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$28.5K	Buy	1,028 +6	+0.6%	+$166	0.01%	205
2025 Q1	$25.7K	Buy	1,022 +6	+0.6%	+$151	0.01%	200
2024 Q4	$27.3K	Buy	1,016 +4	+0.4%	+$107	0.01%	203
2024 Q3	$24K	Buy	1,012 +5	+0.5%	+$119	0.01%	205
2024 Q2	$20.5K	Buy	1,007 +5	+0.5%	+$102	0.01%	211
2024 Q1	$20.7K	Hold	1,002	–	–	0.01%	205
2023 Q4	$23.6K	Hold	1,002	–	–	0.01%	193
2023 Q3	$19K	Hold	1,002	–	–	0.01%	196
2023 Q2	$17K	Hold	1,002	–	–	0.01%	206
2023 Q1	$17K	Hold	1,002	–	–	0.01%	204
2022 Q4	$19K	Hold	1,002	–	–	0.01%	186
2022 Q3	$18K	Hold	1,002	–	–	0.01%	174
2022 Q2	$21K	Buy	1,002 +2	+0.2%	+$42	0.01%	174
2022 Q1	$22K	Hold	1,000	–	–	0.01%	198
2021 Q4	$19K	Hold	1,000	–	–	0.01%	211
2021 Q3	$19K	Hold	1,000	–	–	0.01%	208
2021 Q2	$18K	Hold	1,000	–	–	0.01%	213
2021 Q1	$18K	Sell	1,000 -200	-17%	-$3.6K	0.01%	192
2020 Q4	$18K	Hold	1,200	–	–	0.01%	168
2020 Q3	$12K	Sell	1,200 -300	-20%	-$3K	0.01%	183
2020 Q2	$19K	Hold	1,500	–	–	0.01%	140
2020 Q1	$18K	Sell	1,500 -500	-25%	-$6K	0.01%	131
2019 Q4	$45K	Hold	2,000	–	–	0.02%	120
2019 Q3	$45K	Hold	2,000	–	–	0.02%	109
2019 Q2	$44K	Hold	2,000	–	–	0.02%	117
2019 Q1	$45K	Hold	2,000	–	–	0.02%	117
2018 Q4	$46K	Hold	2,000	–	–	0.03%	102
2018 Q3	$53K	Sell	2,000 -431	-18%	-$11.4K	0.03%	100
2018 Q2	$60K	Hold	2,431	–	–	0.03%	103
2018 Q1	$55K	Hold	2,431	–	–	0.03%	106
2017 Q4	$47K	Hold	2,431	–	–	0.03%	105
2017 Q3	$44K	Hold	2,431	–	–	0.03%	99
2017 Q2	$42K	Buy	+2,431	New	+$42K	0.03%	121