Carson Wealth (CWM LLC)’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $149K | Sell |
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|
2025
Q2 | $241K | Buy |
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|
2025
Q1 | $209K | Buy |
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|
2024
Q4 | $134K | Sell |
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|
2024
Q3 | $200K | Buy |
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|
2024
Q2 | $130K | Buy |
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|
2024
Q1 | $116K | Buy |
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|
2023
Q4 | $73K | Sell |
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|
2023
Q3 | $80K | Sell |
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|
2023
Q2 | $100K | Sell |
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|
2023
Q1 | $103K | Sell |
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|
2022
Q4 | $94K | Sell |
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|
2022
Q3 | $3.73M | Sell |
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|
2022
Q2 | $5.3M | Sell |
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|
2022
Q1 | $6.01M | Sell |
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|
2021
Q4 | $6.97M | Buy |
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|
2021
Q2 | $8.62M | Hold |
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|
2021
Q1 | $8.62M | Hold |
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|
2020
Q4 | $8.62M | Hold |
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|
2020
Q3 | $8.62M | Hold |
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|
2020
Q2 | $8.62M | Hold |
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|
2020
Q1 | $8.62M | Hold |
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|
2019
Q4 | $8.62M | Hold |
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|
2019
Q3 | $8.62M | Hold |
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|
2019
Q2 | $8.62M | Hold |
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|
2019
Q1 | $8.62M | Buy |
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