Avantax Advisory Services’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $816K | Sell |
5,288
-28
| -0.5% | -$4.32K | ﹤0.01% | 1290 |
|
|
2025
Q1 | $729K | Sell |
5,316
-521
| -9% | -$71.4K | ﹤0.01% | 1269 |
|
|
2024
Q4 | $616K | Buy |
5,837
+145
| +3% | +$15.3K | ﹤0.01% | 1321 |
|
|
2024
Q3 | $539K | Buy |
5,692
+1,787
| +46% | +$169K | ﹤0.01% | 1361 |
|
|
2024
Q2 | $317K | Buy |
+3,905
| New | +$317K | ﹤0.01% | 1659 |
|