Envestnet Asset Management’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.55M | Buy |
38,040
+5,587
| +17% | +$697K | ﹤0.01% | 2380 |
|
|
2025
Q4 | $4.37M | Sell |
32,453
-7,207
| -18% | -$880K | ﹤0.01% | 2277 |
|
|
2025
Q3 | $4.63M | Buy |
39,660
+546
| +1% | +$69.2K | ﹤0.01% | 2294 |
|
|
2025
Q2 | $6.03M | Sell |
39,114
-5,409
| -12% | -$838K | ﹤0.01% | 2066 |
|
|
2025
Q1 | $6.1M | Buy |
44,523
+3,835
| +9% | +$454K | ﹤0.01% | 1982 |
|
|
2024
Q4 | $4.3M | Buy |
40,688
+9,036
| +29% | +$916K | ﹤0.01% | 2211 |
|
|
2024
Q3 | $3M | Buy |
31,652
+782
| +3% | +$72.1K | ﹤0.01% | 2414 |
|
|
2024
Q2 | $2.51M | Buy |
30,870
+5,646
| +22% | +$460K | ﹤0.01% | 2468 |
|
|
2024
Q1 | $2.11M | Buy |
25,224
+13,402
| +113% | +$919K | ﹤0.01% | 2533 |
|
|
2023
Q4 | $656K | Sell |
11,822
-2,995
| -20% | -$168K | ﹤0.01% | 3179 |
|
|
2023
Q3 | $752K | Buy |
14,817
+2,880
| +24% | +$158K | ﹤0.01% | 3024 |
|
|
2023
Q2 | $693K | Sell |
11,937
-240
| -2% | -$12.8K | ﹤0.01% | 3026 |
|
|
2023
Q1 | $672K | Buy |
12,177
+1,403
| +13% | +$75.2K | ﹤0.01% | 2949 |
|
|
2022
Q4 | $487K | Sell |
10,774
-361
| -3% | -$24.6K | ﹤0.01% | 3117 |
|
|
2022
Q3 | $932K | Sell |
11,135
-1,215
| -10% | -$89.2K | ﹤0.01% | 2626 |
|
|
2022
Q2 | $795K | Buy |
12,350
+1,688
| +16% | +$102K | ﹤0.01% | 2767 |
|
|
2022
Q1 | $682K | Buy |
10,662
+1,988
| +23% | +$113K | ﹤0.01% | 2938 |
|
|
2021
Q4 | $562K | Buy |
8,674
+1,075
| +14% | +$83.6K | ﹤0.01% | 3003 |
|
|
2021
Q3 | $614K | Buy |
7,599
+828
| +12% | +$68.4K | ﹤0.01% | 2847 |
|
|
2021
Q2 | $511K | Sell |
6,771
-3,581
| -35% | -$258K | ﹤0.01% | 2961 |
|
|
2021
Q1 | $694K | Buy |
10,352
+557
| +6% | +$50K | ﹤0.01% | 2654 |
|
|
2020
Q4 | $870K | Buy |
9,795
+5,102
| +109% | +$429K | ﹤0.01% | 2310 |
|
|
2020
Q3 | $489K | Buy |
4,693
+861
| +22% | +$84.4K | ﹤0.01% | 2474 |
|
|
2020
Q2 | $329K | Buy |
+3,832
| New | +$254K | ﹤0.01% | 2636 |
|
Other funds holding PLMR
VPM
VCM
SIMG
