Global Retirement Partners’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
$30.9K Buy
2025
Q2
$34.7K Buy
2024
Q4
Sell
2024
Q3
$947 Buy
2022
Q4
Sell
2022
Q3
$2K Buy
2022
Q2
$1K Buy
2022
Q1
$0 Buy
2019
Q4
Sell
2019
Q3
$14K Hold
2019
Q2
$8K Buy