First Trust Advisors’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 | $6.46M | Buy |
54,088
+37,813
| +232% | +$4.72M | ﹤0.01% | 1311 |
|
|
2025
Q4 | $2.19M | Sell |
16,275
-25,970
| -61% | -$3.17M | ﹤0.01% | 1843 |
|
|
2025
Q3 | $4.93M | Sell |
42,245
-26
| -0.1% | -$3.3K | ﹤0.01% | 1382 |
|
|
2025
Q2 | $6.52M | Sell |
42,271
-19,296
| -31% | -$2.99M | 0.01% | 1236 |
|
|
2025
Q1 | $8.44M | Buy |
61,567
+6,620
| +12% | +$784K | 0.01% | 1110 |
|
|
2024
Q4 | $5.8M | Sell |
54,947
-3,673
| -6% | -$373K | 0.01% | 1282 |
|
|
2024
Q3 | $5.55M | Sell |
58,620
-88
| -0.1% | -$8.11K | 0.01% | 1278 |
|
|
2024
Q2 | $4.76M | Buy |
58,708
+33,971
| +137% | +$2.77M | ﹤0.01% | 1282 |
|
|
2024
Q1 | $2.07M | Buy |
24,737
+17,584
| +246% | +$1.21M | ﹤0.01% | 1729 |
|
|
2023
Q4 | $397K | Sell |
7,153
-29,737
| -81% | -$1.66M | ﹤0.01% | 2193 |
|
|
2023
Q3 | $1.87M | Buy |
36,890
+16,114
| +78% | +$881K | ﹤0.01% | 1711 |
|
|
2023
Q2 | $1.21M | Buy |
20,776
+13,686
| +193% | +$732K | ﹤0.01% | 1929 |
|
|
2023
Q1 | $391K | Sell |
7,090
-38,301
| -84% | -$2.05M | ﹤0.01% | 2184 |
|
|
2022
Q4 | $2.05M | Buy |
+45,391
| New | +$3.09M | ﹤0.01% | 1694 |
|
|
2022
Q2 | – | Sell |
-6,381
| Closed | -$408K | – | 2578 |
|
|
2022
Q1 | $408K | Sell |
6,381
-26,868
| -81% | -$1.53M | ﹤0.01% | 2302 |
|
|
2021
Q4 | $2.15M | Buy |
33,249
+26,436
| +388% | +$2.06M | ﹤0.01% | 1759 |
|
|
2021
Q3 | $551K | Buy |
+6,813
| New | +$563K | ﹤0.01% | 2258 |
|
|
2021
Q2 | – | Sell |
-11,529
| Closed | -$773K | – | 2530 |
|
|
2021
Q1 | $773K | Sell |
11,529
-15,776
| -58% | -$1.42M | ﹤0.01% | 2062 |
|
|
2020
Q4 | $2.43M | Sell |
27,305
-29,717
| -52% | -$2.5M | ﹤0.01% | 1478 |
|
|
2020
Q3 | $5.94M | Sell |
57,022
-7,192
| -11% | -$705K | 0.01% | 906 |
|
|
2020
Q2 | $5.51M | Buy |
64,214
+31,268
| +95% | +$2.07M | 0.01% | 949 |
|
|
2020
Q1 | $1.92M | Buy |
32,946
+4,748
| +17% | +$248K | ﹤0.01% | 1290 |
|
|
2019
Q4 | $1.42M | Buy |
28,198
+14,888
| +112% | +$698K | ﹤0.01% | 1723 |
|
|
2019
Q3 | $525K | Buy |
+13,310
| New | +$416K | ﹤0.01% | 2101 |
|
Other funds holding PLMR
VPM
VCM
SIMG
