DPW
DiNuzzo Private Wealth’s Palomar PLMR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $926 | Hold |
6
| – | – | ﹤0.01% | 878 |
|
2025
Q1 | $823 | Hold |
6
| – | – | ﹤0.01% | 890 |
|
2024
Q4 | $634 | Hold |
6
| – | – | ﹤0.01% | 997 |
|
2024
Q3 | $569 | Buy |
6
+1
| +20% | +$95 | ﹤0.01% | 1062 |
|
2024
Q2 | $406 | Buy |
5
+1
| +25% | +$81 | ﹤0.01% | 1109 |
|
2024
Q1 | $336 | Hold |
4
| – | – | ﹤0.01% | 1101 |
|
2023
Q4 | $222 | Buy |
+4
| New | +$222 | ﹤0.01% | 1205 |
|