Carson Wealth (CWM LLC)’s Palomar PLMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
1,564
+42
| +3% | +$6.47K | ﹤0.01% | 2008 |
|
|
2025
Q1 | $209K | Buy |
1,522
+256
| +20% | +$35.2K | ﹤0.01% | 1899 |
|
|
2024
Q4 | $134K | Sell |
1,266
-843
| -40% | -$89.2K | ﹤0.01% | 2079 |
|
|
2024
Q3 | $200K | Buy |
2,109
+508
| +32% | +$48.2K | ﹤0.01% | 1756 |
|
|
2024
Q2 | $130K | Buy |
1,601
+217
| +16% | +$17.6K | ﹤0.01% | 1817 |
|
|
2024
Q1 | $116K | Buy |
1,384
+75
| +6% | +$6.29K | ﹤0.01% | 1791 |
|
|
2023
Q4 | $73K | Sell |
1,309
-265
| -17% | -$14.8K | ﹤0.01% | 1952 |
|
|
2023
Q3 | $80K | Sell |
1,574
-156
| -9% | -$7.93K | ﹤0.01% | 1768 |
|
|
2023
Q2 | $100K | Sell |
1,730
-130
| -7% | -$7.51K | ﹤0.01% | 1564 |
|
|
2023
Q1 | $103K | Sell |
1,860
-232
| -11% | -$12.8K | ﹤0.01% | 1478 |
|
|
2022
Q4 | $94K | Sell |
2,092
-42,479
| -95% | -$1.91M | ﹤0.01% | 1401 |
|
|
2022
Q3 | $3.73M | Sell |
44,571
-37,757
| -46% | -$3.16M | 0.03% | 326 |
|
|
2022
Q2 | $5.3M | Sell |
82,328
-11,668
| -12% | -$751K | 0.04% | 285 |
|
|
2022
Q1 | $6.02M | Sell |
93,996
-13,668
| -13% | -$875K | 0.04% | 277 |
|
|
2021
Q4 | $6.97M | Buy |
+107,664
| New | +$6.97M | 0.05% | 263 |
|
|
2021
Q2 | $8.62M | Hold |
114,273
| – | – | 0.07% | 213 |
|
|
2021
Q1 | $8.62M | Hold |
114,273
| – | – | 0.07% | 213 |
|
|
2020
Q4 | $8.62M | Hold |
114,273
| – | – | 0.07% | 213 |
|
|
2020
Q3 | $8.62M | Hold |
114,273
| – | – | 0.07% | 213 |
|
|
2020
Q2 | $8.62M | Hold |
114,273
| – | – | 0.07% | 213 |
|
|
2020
Q1 | $8.62M | Hold |
114,273
| – | – | 0.07% | 213 |
|
|
2019
Q4 | $8.62M | Hold |
114,273
| – | – | 0.07% | 213 |
|
|
2019
Q3 | $8.62M | Hold |
114,273
| – | – | 0.07% | 213 |
|
|
2019
Q2 | $8.62M | Hold |
114,273
| – | – | 0.07% | 213 |
|
|
2019
Q1 | $8.62M | Buy |
+114,273
| New | +$8.62M | 0.07% | 213 |
|