Toth Financial Advisory’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $559K | Sell |
3,625
-4,000
| -52% | -$617K | 0.07% | 151 |
|
|
2025
Q1 | $1.05M | Buy |
7,625
+275
| +4% | +$37.7K | 0.13% | 120 |
|
|
2024
Q4 | $776K | Hold |
7,350
| – | – | 0.09% | 135 |
|
|
2024
Q3 | $696K | Buy |
7,350
+3,350
| +84% | +$317K | 0.08% | 146 |
|
|
2024
Q2 | $325K | Buy |
+4,000
| New | +$325K | 0.04% | 181 |
|
|
2020
Q4 | – | Sell |
-4,500
| Closed | -$469K | – | 620 |
|
|
2020
Q3 | $469K | Hold |
4,500
| – | – | 0.09% | 134 |
|
|
2020
Q2 | $386K | Buy |
+4,500
| New | +$386K | 0.08% | 132 |
|