Parallel 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
$8.02K Sell
52
-118
-69% -$18.2K ﹤0.01% 2543
2025
Q1
$23.3K Buy
170
+118
+227% +$16.2K ﹤0.01% 2045
2024
Q4
$5.49K Buy
52
+33
+174% +$3.49K ﹤0.01% 2583
2024
Q3
$1.8K Buy
19
+7
+58% +$663 ﹤0.01% 2901
2024
Q2
$974 Hold
12
﹤0.01% 2950
2024
Q1
$1.01K Sell
12
-5
-29% -$419 ﹤0.01% 2929
2023
Q4
$944 Sell
17
-2
-11% -$111 ﹤0.01% 2947
2023
Q3
$964 Sell
19
-7
-27% -$355 ﹤0.01% 2984
2023
Q2
$1.51K Buy
26
+1
+4% +$58 ﹤0.01% 2836
2023
Q1
$1.38K Buy
25
+7
+39% +$386 ﹤0.01% 2878
2022
Q4
$813 Sell
18
-352
-95% -$15.9K ﹤0.01% 2942
2022
Q3
$31K Buy
370
+359
+3,264% +$30.1K ﹤0.01% 1475
2022
Q2
$1K Buy
+11
New +$1K ﹤0.01% 2817
2022
Q1
Sell
-1,275
Closed -$83K 3203
2021
Q4
$83K Sell
1,275
-49
-4% -$3.19K ﹤0.01% 1077
2021
Q3
$107K Buy
1,324
+24
+2% +$1.94K ﹤0.01% 943
2021
Q2
$98K Sell
1,300
-250
-16% -$18.8K ﹤0.01% 941
2021
Q1
$104K Hold
1,550
﹤0.01% 865
2020
Q4
$138K Sell
1,550
-4,355
-74% -$388K 0.01% 696
2020
Q3
$616K Sell
5,905
-275
-4% -$28.7K 0.04% 262
2020
Q2
$529K Sell
6,180
-1,395
-18% -$119K 0.03% 279
2020
Q1
$440K Sell
7,575
-225
-3% -$13.1K 0.04% 274
2019
Q4
$394K Sell
7,800
-1,075
-12% -$54.3K 0.03% 331
2019
Q3
$350K Buy
+8,875
New +$350K 0.03% 337