Nisa Investment 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 | $53.1K | Buy |
444
+13
| +3% | +$1.62K | ﹤0.01% | 1643 |
|
|
2025
Q4 | $58.1K | Buy |
431
+21
| +5% | +$2.56K | ﹤0.01% | 1585 |
|
|
2025
Q3 | $47.9K | Buy |
410
+76
| +23% | +$9.64K | ﹤0.01% | 1643 |
|
|
2025
Q2 | $51.5K | Buy |
334
+23
| +7% | +$3.56K | ﹤0.01% | 1581 |
|
|
2025
Q1 | $42.6K | Buy |
311
+202
| +185% | +$23.9K | ﹤0.01% | 1622 |
|
|
2024
Q4 | $11.5K | Hold |
109
| – | – | ﹤0.01% | 2097 |
|
|
2024
Q3 | $10.3K | Hold |
109
| – | – | ﹤0.01% | 2092 |
|
|
2024
Q2 | $8.85K | Buy |
109
+96
| +738% | +$7.82K | ﹤0.01% | 2186 |
|
|
2024
Q1 | $1.09K | Sell |
13
-4
| -24% | -$274 | ﹤0.01% | 2353 |
|
|
2023
Q4 | $944 | Sell |
17
-3
| -15% | -$168 | ﹤0.01% | 2277 |
|
|
2023
Q3 | $1.01K | Buy |
20
+3
| +18% | +$164 | ﹤0.01% | 2396 |
|
|
2023
Q2 | $987 | Sell |
17
-793
| -98% | -$42.4K | ﹤0.01% | 2436 |
|
|
2023
Q1 | $45K | Sell |
810
-405
| -33% | -$21.7K | ﹤0.01% | 1746 |
|
|
2022
Q4 | $55K | Sell |
1,215
-1
| -0.1% | -$68 | ﹤0.01% | 1734 |
|
|
2022
Q3 | $104K | Buy |
1,216
+16
| +1% | +$1.17K | ﹤0.01% | 1493 |
|
|
2022
Q2 | $77K | Sell |
1,200
-70
| -6% | -$4.22K | ﹤0.01% | 1582 |
|
|
2022
Q1 | $81K | Buy |
1,270
+220
| +21% | +$12.5K | ﹤0.01% | 1695 |
|
|
2021
Q4 | $55K | Hold |
1,050
| – | – | ﹤0.01% | 1709 |
|
|
2021
Q3 | $85 | Hold |
1,050
| – | – | ﹤0.01% | 1771 |
|
|
2021
Q2 | $79 | Sell |
1,050
-2,800
| -73% | -$202K | ﹤0.01% | 1802 |
|
|
2021
Q1 | $258 | Sell |
3,850
-400
| -9% | -$35.9K | ﹤0.01% | 1392 |
|
|
2020
Q4 | $378K | Sell |
4,250
-400
| -9% | -$33.6K | ﹤0.01% | 1251 |
|
|
2020
Q3 | $485K | Sell |
4,650
-450
| -9% | -$44.1K | ﹤0.01% | 1053 |
|
|
2020
Q2 | $437K | Buy |
5,100
+5,000
| +5,000% | +$332K | ﹤0.01% | 1065 |
|
|
2020
Q1 | $6K | Buy |
+100
| New | +$5.23K | ﹤0.01% | 1933 |
|
Other funds holding PLMR
VPM
VCM
SIMG
