Bank of Montreal’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $889K | Buy |
5,766
+98
| +2% | +$15.1K | ﹤0.01% | 1714 |
|
|
2025
Q1 | $777K | Buy |
5,668
+2,078
| +58% | +$285K | ﹤0.01% | 1717 |
|
|
2024
Q4 | $379K | Buy |
3,590
+641
| +22% | +$67.7K | ﹤0.01% | 2132 |
|
|
2024
Q3 | $280K | Sell |
2,949
-36
| -1% | -$3.41K | ﹤0.01% | 2522 |
|
|
2024
Q2 | $243K | Buy |
2,985
+4
| +0.1% | +$325 | ﹤0.01% | 2604 |
|
|
2024
Q1 | $253K | Buy |
+2,981
| New | +$253K | ﹤0.01% | 2596 |
|
|
2023
Q3 | – | Sell |
-4,507
| Closed | -$269K | – | 3607 |
|
|
2023
Q2 | $269K | Buy |
+4,507
| New | +$269K | ﹤0.01% | 2657 |
|
|
2022
Q4 | – | Sell |
-2,413
| Closed | -$213 | – | 3622 |
|
|
2022
Q3 | $213 | Buy |
+2,413
| New | +$213 | ﹤0.01% | 2742 |
|
|
2022
Q2 | – | Sell |
-6,937
| Closed | -$450K | – | 3771 |
|
|
2022
Q1 | $450K | Buy |
6,937
+689
| +11% | +$44.7K | ﹤0.01% | 2482 |
|
|
2021
Q4 | $404K | Sell |
6,248
-1,555
| -20% | -$101K | ﹤0.01% | 2491 |
|
|
2021
Q3 | $629K | Buy |
7,803
+472
| +6% | +$38K | ﹤0.01% | 2574 |
|
|
2021
Q2 | $574K | Buy |
7,331
+1,113
| +18% | +$87.1K | ﹤0.01% | 2635 |
|
|
2021
Q1 | $464K | Buy |
6,218
+716
| +13% | +$53.4K | ﹤0.01% | 2349 |
|
|
2020
Q4 | $547K | Buy |
5,502
+3,783
| +220% | +$376K | ﹤0.01% | 2252 |
|
|
2020
Q3 | $152K | Sell |
1,719
-547
| -24% | -$48.4K | ﹤0.01% | 2487 |
|
|
2020
Q2 | $206K | Buy |
+2,266
| New | +$206K | ﹤0.01% | 2377 |
|
|
2020
Q1 | – | Sell |
-1,577
| Closed | -$80K | – | 4061 |
|
|
2019
Q4 | $80K | Buy |
1,577
+1,061
| +206% | +$53.8K | ﹤0.01% | 3093 |
|
|
2019
Q3 | $20K | Buy |
516
+42
| +9% | +$1.63K | ﹤0.01% | 3596 |
|
|
2019
Q2 | $11K | Buy |
+474
| New | +$11K | ﹤0.01% | 4018 |
|