Charles Schwab’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.3M | Buy |
260,986
+19,496
| +8% | +$3.01M | 0.01% | 1238 |
|
|
2025
Q1 | $33.1M | Buy |
241,490
+1,314
| +0.5% | +$180K | 0.01% | 1342 |
|
|
2024
Q4 | $25.4M | Buy |
240,176
+9,624
| +4% | +$1.02M | ﹤0.01% | 1567 |
|
|
2024
Q3 | $21.8M | Buy |
230,552
+14,509
| +7% | +$1.37M | ﹤0.01% | 1650 |
|
|
2024
Q2 | $17.5M | Buy |
216,043
+7,300
| +3% | +$592K | ﹤0.01% | 1757 |
|
|
2024
Q1 | $17.5M | Buy |
208,743
+6,984
| +3% | +$585K | ﹤0.01% | 1693 |
|
|
2023
Q4 | $11.2M | Buy |
201,759
+5,897
| +3% | +$327K | ﹤0.01% | 1924 |
|
|
2023
Q3 | $9.94M | Buy |
195,862
+6,903
| +4% | +$350K | ﹤0.01% | 1909 |
|
|
2023
Q2 | $11M | Buy |
188,959
+699
| +0.4% | +$40.6K | ﹤0.01% | 1873 |
|
|
2023
Q1 | $10.4M | Buy |
188,260
+2,565
| +1% | +$142K | ﹤0.01% | 1854 |
|
|
2022
Q4 | $8.39M | Buy |
185,695
+2,716
| +1% | +$123K | ﹤0.01% | 1963 |
|
|
2022
Q3 | $15.3M | Buy |
182,979
+12,119
| +7% | +$1.01M | 0.01% | 1572 |
|
|
2022
Q2 | $11M | Sell |
170,860
-6,022
| -3% | -$388K | ﹤0.01% | 1790 |
|
|
2022
Q1 | $11.3M | Buy |
176,882
+5,848
| +3% | +$374K | ﹤0.01% | 1886 |
|
|
2021
Q4 | $11.1M | Buy |
171,034
+2,105
| +1% | +$136K | ﹤0.01% | 1949 |
|
|
2021
Q3 | $13.7M | Buy |
168,929
+12,502
| +8% | +$1.01M | ﹤0.01% | 1830 |
|
|
2021
Q2 | $11.8M | Buy |
156,427
+11,659
| +8% | +$880K | ﹤0.01% | 1912 |
|
|
2021
Q1 | $9.71M | Buy |
144,768
+4,334
| +3% | +$291K | ﹤0.01% | 1981 |
|
|
2020
Q4 | $12.5M | Buy |
140,434
+2,193
| +2% | +$195K | 0.01% | 1726 |
|
|
2020
Q3 | $14.4M | Buy |
138,241
+16,985
| +14% | +$1.77M | 0.01% | 1433 |
|
|
2020
Q2 | $10.4M | Buy |
121,256
+7,751
| +7% | +$665K | 0.01% | 1625 |
|
|
2020
Q1 | $6.6M | Buy |
113,505
+36,310
| +47% | +$2.11M | ﹤0.01% | 1692 |
|
|
2019
Q4 | $3.9M | Buy |
77,195
+42,977
| +126% | +$2.17M | ﹤0.01% | 2153 |
|
|
2019
Q3 | $1.35M | Sell |
34,218
-1,544
| -4% | -$60.9K | ﹤0.01% | 2496 |
|
|
2019
Q2 | $860K | Buy |
+35,762
| New | +$860K | ﹤0.01% | 2623 |
|