SSWM
Sheets Smith Wealth Management’s Palomar PLMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $962K | Sell |
6,236
-343
| -5% | -$52.9K | 0.11% | 171 |
|
|
2025
Q1 | $902K | Hold |
6,579
| – | – | 0.11% | 170 |
|
|
2024
Q4 | $695K | Hold |
6,579
| – | – | 0.08% | 204 |
|
|
2024
Q3 | $623K | Hold |
6,579
| – | – | 0.08% | 216 |
|
|
2024
Q2 | $534K | Buy |
+6,579
| New | +$534K | 0.06% | 233 |
|