Morgan Stanley’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 | $25M | Sell |
209,251
-50,233
| -19% | -$6.27M | ﹤0.01% | 2734 |
|
|
2025
Q4 | $35M | Sell |
259,484
-24,289
| -9% | -$2.96M | ﹤0.01% | 2425 |
|
|
2025
Q3 | $33.1M | Sell |
283,773
-39,705
| -12% | -$5.03M | ﹤0.01% | 2394 |
|
|
2025
Q2 | $49.9M | Buy |
323,478
+78,354
| +32% | +$12.1M | ﹤0.01% | 1934 |
|
|
2025
Q1 | $33.6M | Sell |
245,124
-15,460
| -6% | -$1.83M | ﹤0.01% | 2185 |
|
|
2024
Q4 | $27.5M | Sell |
260,584
-106,686
| -29% | -$10.8M | ﹤0.01% | 2440 |
|
|
2024
Q3 | $34.8M | Buy |
367,270
+69,816
| +23% | +$6.43M | ﹤0.01% | 2218 |
|
|
2024
Q2 | $24.1M | Buy |
297,454
+34,372
| +13% | +$2.8M | ﹤0.01% | 2452 |
|
|
2024
Q1 | $22.1M | Sell |
263,082
-324,080
| -55% | -$22.2M | ﹤0.01% | 2591 |
|
|
2023
Q4 | $32.6M | Buy |
587,162
+409,106
| +230% | +$22.9M | ﹤0.01% | 2886 |
|
|
2023
Q3 | $9.04M | Sell |
178,056
-6,244
| -3% | -$342K | ﹤0.01% | 3215 |
|
|
2023
Q2 | $10.7M | Buy |
184,300
+8,389
| +5% | +$449K | ﹤0.01% | 3090 |
|
|
2023
Q1 | $9.71M | Buy |
175,911
+1,835
| +1% | +$98.4K | ﹤0.01% | 3171 |
|
|
2022
Q4 | $7.86M | Sell |
174,076
-15,010
| -8% | -$1.02M | ﹤0.01% | 3306 |
|
|
2022
Q3 | $15.8M | Buy |
189,086
+26,498
| +16% | +$1.94M | ﹤0.01% | 2456 |
|
|
2022
Q2 | $10.5M | Buy |
162,588
+71,312
| +78% | +$4.3M | ﹤0.01% | 3026 |
|
|
2022
Q1 | $5.84M | Sell |
91,276
-10,046
| -10% | -$571K | ﹤0.01% | 3520 |
|
|
2021
Q4 | $6.56M | Buy |
101,322
+18,516
| +22% | +$1.44M | ﹤0.01% | 3433 |
|
|
2021
Q3 | $6.69M | Sell |
82,806
-80,164
| -49% | -$6.62M | ﹤0.01% | 3376 |
|
|
2021
Q2 | $12.3M | Buy |
162,970
+99,726
| +158% | +$7.19M | ﹤0.01% | 2751 |
|
|
2021
Q1 | $4.24M | Sell |
63,244
-6,250
| -9% | -$561K | ﹤0.01% | 3580 |
|
|
2020
Q4 | $6.17M | Sell |
69,494
-10,893
| -14% | -$916K | ﹤0.01% | 3033 |
|
|
2020
Q3 | $8.38M | Buy |
80,387
+5,078
| +7% | +$498K | ﹤0.01% | 2191 |
|
|
2020
Q2 | $6.46M | Buy |
75,309
+24,311
| +48% | +$1.61M | ﹤0.01% | 2411 |
|
|
2020
Q1 | $2.97M | Sell |
50,998
-11,419
| -18% | -$597K | ﹤0.01% | 2986 |
|
|
2019
Q4 | $3.15M | Buy |
62,417
+53,679
| +614% | +$2.52M | ﹤0.01% | 3658 |
|
|
2019
Q3 | $344K | Sell |
8,738
-1,756
| -17% | -$54.8K | ﹤0.01% | 4864 |
|
|
2019
Q2 | $252K | Buy |
+10,494
| New | +$231K | ﹤0.01% | 4928 |
|
Other funds holding PLMR
VPM
VCM
SIMG
