Advisors Asset Management’s Palomar PLMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
11,630
+3,401
| +41% | +$525K | 0.03% | 600 |
|
|
2025
Q1 | $1.13M | Buy |
8,229
+7,378
| +867% | +$1.01M | 0.02% | 717 |
|
|
2024
Q4 | $89.9K | Sell |
851
-21
| -2% | -$2.22K | ﹤0.01% | 1242 |
|
|
2024
Q3 | $82.6K | Hold |
872
| – | – | ﹤0.01% | 1246 |
|
|
2024
Q2 | $70.8K | Buy |
872
+137
| +19% | +$11.1K | ﹤0.01% | 1245 |
|
|
2024
Q1 | $61.6K | Buy |
735
+425
| +137% | +$35.6K | ﹤0.01% | 1264 |
|
|
2023
Q4 | $17.2K | Sell |
310
-11,461
| -97% | -$636K | ﹤0.01% | 1363 |
|
|
2023
Q3 | $597K | Sell |
11,771
-26
| -0.2% | -$1.32K | 0.01% | 851 |
|
|
2023
Q2 | $685K | Hold |
11,797
| – | – | 0.01% | 858 |
|
|
2023
Q1 | $651K | Sell |
11,797
-168
| -1% | -$9.27K | 0.01% | 874 |
|
|
2022
Q4 | $540K | Buy |
11,965
+2,715
| +29% | +$123K | 0.01% | 908 |
|
|
2022
Q3 | $774K | Buy |
+9,250
| New | +$774K | 0.02% | 808 |
|