O'Shaughnessy Asset Management’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $286K | Buy |
1,856
+74
| +4% | +$11.4K | ﹤0.01% | 1663 |
|
2025
Q1 | $244K | Buy |
+1,782
| New | +$244K | ﹤0.01% | 1692 |
|
2024
Q4 | – | Sell |
-2,333
| Closed | -$228K | – | 2269 |
|
2024
Q3 | $228K | Buy |
+2,333
| New | +$228K | ﹤0.01% | 1612 |
|
2020
Q4 | – | Sell |
-667
| Closed | -$70K | – | 2192 |
|
2020
Q3 | $70K | Hold |
667
| – | – | ﹤0.01% | 1005 |
|
2020
Q2 | $57K | Buy |
+667
| New | +$57K | ﹤0.01% | 975 |
|