Diversified Trust’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.06M | Buy |
8,887
+1,156
| +15% | +$144K | 0.02% | 442 |
|
|
2025
Q4 | $1.04M | Buy |
7,731
+2,754
| +55% | +$336K | 0.02% | 431 |
|
|
2025
Q3 | $581K | Buy |
4,977
+1,223
| +33% | +$155K | 0.01% | 589 |
|
|
2025
Q2 | $579K | Sell |
3,754
-2,593
| -41% | -$401K | 0.01% | 555 |
|
|
2025
Q1 | $870K | Sell |
6,347
-2,079
| -25% | -$246K | 0.02% | 410 |
|
|
2024
Q4 | $890K | Sell |
8,426
-3,274
| -28% | -$332K | 0.02% | 400 |
|
|
2024
Q3 | $1.11M | Hold |
11,700
| – | – | 0.03% | 353 |
|
|
2024
Q2 | $949K | Buy |
11,700
+300
| +3% | +$24.4K | 0.03% | 344 |
|
|
2024
Q1 | $956K | Buy |
11,400
+3,000
| +36% | +$206K | 0.03% | 325 |
|
|
2023
Q4 | $466K | Buy |
8,400
+1,500
| +22% | +$83.9K | 0.02% | 523 |
|
|
2023
Q3 | $350K | Buy |
6,900
+1,025
| +17% | +$56.1K | 0.01% | 571 |
|
|
2023
Q2 | $341K | Hold |
5,875
| – | – | 0.01% | 578 |
|
|
2023
Q1 | $324K | Buy |
5,875
+725
| +14% | +$38.9K | 0.01% | 595 |
|
|
2022
Q4 | $233K | Sell |
5,150
-25
| -0.5% | -$1.7K | 0.01% | 684 |
|
|
2022
Q3 | $433K | Hold |
5,175
| – | – | 0.02% | 435 |
|
|
2022
Q2 | $333K | Buy |
5,175
+519
| +11% | +$31.3K | 0.01% | 531 |
|
|
2022
Q1 | $298K | Buy |
4,656
+356
| +8% | +$20.2K | 0.01% | 620 |
|
|
2021
Q4 | $279K | Hold |
4,300
| – | – | 0.01% | 661 |
|
|
2021
Q3 | $348K | Buy |
4,300
+500
| +13% | +$41.3K | 0.01% | 531 |
|
|
2021
Q2 | $287K | Sell |
3,800
-450
| -11% | -$32.4K | 0.01% | 563 |
|
|
2021
Q1 | $285K | Hold |
4,250
| – | – | 0.01% | 555 |
|
|
2020
Q4 | $378K | Buy |
4,250
+1,575
| +59% | +$132K | 0.02% | 434 |
|
|
2020
Q3 | $279K | Hold |
2,675
| – | – | 0.01% | 471 |
|
|
2020
Q2 | $229K | Buy |
+2,675
| New | +$177K | 0.01% | 469 |
|
Other funds holding PLMR
VPM
VCM
SIMG
