Concurrent Investment Advisors’s Palomar PLMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.84M Buy
+18,440
New +$2.84M 0.06% 342
2024
Q2
Sell
-6,398
Closed -$536K 998
2024
Q1
$536K Buy
+6,398
New +$536K 0.02% 530