Wells Fargo’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.11M | Buy |
39,583
+9,853
| +33% | +$1.52M | ﹤0.01% | 2086 |
|
|
2025
Q1 | $4.08M | Sell |
29,730
-223
| -0.7% | -$30.6K | ﹤0.01% | 2287 |
|
|
2024
Q4 | $3.16M | Buy |
29,953
+13,117
| +78% | +$1.39M | ﹤0.01% | 2462 |
|
|
2024
Q3 | $1.59M | Buy |
16,836
+5,835
| +53% | +$552K | ﹤0.01% | 2910 |
|
|
2024
Q2 | $893K | Buy |
11,001
+1,400
| +15% | +$114K | ﹤0.01% | 3246 |
|
|
2024
Q1 | $805K | Buy |
9,601
+2,479
| +35% | +$208K | ﹤0.01% | 3264 |
|
|
2023
Q4 | $395K | Buy |
7,122
+1,866
| +36% | +$104K | ﹤0.01% | 3659 |
|
|
2023
Q3 | $267K | Sell |
5,256
-6,694
| -56% | -$340K | ﹤0.01% | 3884 |
|
|
2023
Q2 | $694K | Buy |
11,950
+5,319
| +80% | +$309K | ﹤0.01% | 3525 |
|
|
2023
Q1 | $366K | Buy |
6,631
+5,166
| +353% | +$285K | ﹤0.01% | 3800 |
|
|
2022
Q4 | $66.2K | Sell |
1,465
-870
| -37% | -$39.3K | ﹤0.01% | 4437 |
|
|
2022
Q3 | $195K | Sell |
2,335
-217
| -9% | -$18.1K | ﹤0.01% | 3992 |
|
|
2022
Q2 | $164K | Sell |
2,552
-5,386
| -68% | -$346K | ﹤0.01% | 4134 |
|
|
2022
Q1 | $508K | Sell |
7,938
-23,542
| -75% | -$1.51M | ﹤0.01% | 4129 |
|
|
2021
Q4 | $2.04M | Buy |
31,480
+13,933
| +79% | +$903K | ﹤0.01% | 3267 |
|
|
2021
Q3 | $1.42M | Sell |
17,547
-1,072
| -6% | -$86.7K | ﹤0.01% | 3744 |
|
|
2021
Q2 | $1.41M | Sell |
18,619
-15,964
| -46% | -$1.2M | ﹤0.01% | 3775 |
|
|
2021
Q1 | $2.32M | Sell |
34,583
-28,856
| -45% | -$1.93M | ﹤0.01% | 3367 |
|
|
2020
Q4 | $5.64M | Sell |
63,439
-15,085
| -19% | -$1.34M | ﹤0.01% | 2611 |
|
|
2020
Q3 | $8.19M | Sell |
78,524
-8,611
| -10% | -$898K | ﹤0.01% | 2033 |
|
|
2020
Q2 | $7.47M | Buy |
87,135
+63,013
| +261% | +$5.4M | ﹤0.01% | 2076 |
|
|
2020
Q1 | $1.4M | Buy |
24,122
+7,163
| +42% | +$417K | ﹤0.01% | 3211 |
|
|
2019
Q4 | $857K | Buy |
16,959
+9,969
| +143% | +$504K | ﹤0.01% | 3894 |
|
|
2019
Q3 | $276K | Buy |
6,990
+6,947
| +16,156% | +$274K | ﹤0.01% | 4611 |
|
|
2019
Q2 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 5796 |
|