Wells Fargo’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 | $1.82M | Sell |
15,236
-21,046
| -58% | -$2.63M | ﹤0.01% | 3344 |
|
|
2025
Q4 | $4.89M | Buy |
36,282
+5,195
| +17% | +$634K | ﹤0.01% | 2702 |
|
|
2025
Q3 | $3.63M | Sell |
31,087
-8,496
| -21% | -$1.08M | ﹤0.01% | 2841 |
|
|
2025
Q2 | $6.11M | Buy |
39,583
+9,853
| +33% | +$1.53M | ﹤0.01% | 2310 |
|
|
2025
Q1 | $4.08M | Sell |
29,730
-223
| -0.7% | -$26.4K | ﹤0.01% | 2581 |
|
|
2024
Q4 | $3.16M | Buy |
29,953
+13,117
| +78% | +$1.33M | ﹤0.01% | 2809 |
|
|
2024
Q3 | $1.59M | Buy |
16,836
+5,835
| +53% | +$538K | ﹤0.01% | 3216 |
|
|
2024
Q2 | $893K | Buy |
11,001
+1,400
| +15% | +$114K | ﹤0.01% | 3569 |
|
|
2024
Q1 | $805K | Buy |
9,601
+2,479
| +35% | +$170K | ﹤0.01% | 3589 |
|
|
2023
Q4 | $395K | Buy |
7,122
+1,866
| +36% | +$104K | ﹤0.01% | 4017 |
|
|
2023
Q3 | $267K | Sell |
5,256
-6,694
| -56% | -$366K | ﹤0.01% | 4180 |
|
|
2023
Q2 | $694K | Buy |
11,950
+5,319
| +80% | +$285K | ﹤0.01% | 3722 |
|
|
2023
Q1 | $366K | Buy |
6,631
+5,166
| +353% | +$277K | ﹤0.01% | 4049 |
|
|
2022
Q4 | $66.2K | Sell |
1,465
-870
| -37% | -$59.3K | ﹤0.01% | 4738 |
|
|
2022
Q3 | $195K | Sell |
2,335
-217
| -9% | -$15.9K | ﹤0.01% | 4263 |
|
|
2022
Q2 | $164K | Sell |
2,552
-5,386
| -68% | -$325K | ﹤0.01% | 4384 |
|
|
2022
Q1 | $508K | Sell |
7,938
-23,542
| -75% | -$1.34M | ﹤0.01% | 4396 |
|
|
2021
Q4 | $2.04M | Buy |
31,480
+13,933
| +79% | +$1.08M | ﹤0.01% | 3479 |
|
|
2021
Q3 | $1.42M | Sell |
17,547
-1,072
| -6% | -$88.5K | ﹤0.01% | 3944 |
|
|
2021
Q2 | $1.41M | Sell |
18,619
-15,964
| -46% | -$1.15M | ﹤0.01% | 3984 |
|
|
2021
Q1 | $2.32M | Sell |
34,583
-28,856
| -45% | -$2.59M | ﹤0.01% | 3566 |
|
|
2020
Q4 | $5.63M | Sell |
63,439
-15,085
| -19% | -$1.27M | ﹤0.01% | 2635 |
|
|
2020
Q3 | $8.19M | Sell |
78,524
-8,611
| -10% | -$844K | ﹤0.01% | 2050 |
|
|
2020
Q2 | $7.47M | Buy |
87,135
+63,013
| +261% | +$4.18M | ﹤0.01% | 2094 |
|
|
2020
Q1 | $1.4M | Buy |
24,122
+7,163
| +42% | +$374K | ﹤0.01% | 3294 |
|
|
2019
Q4 | $857K | Buy |
16,959
+9,969
| +143% | +$467K | ﹤0.01% | 3962 |
|
|
2019
Q3 | $276K | Buy |
6,990
+6,947
| +16,156% | +$217K | ﹤0.01% | 4766 |
|
|
2019
Q2 | $1K | Buy |
+43
| New | +$946 | ﹤0.01% | 6272 |
|
Other funds holding PLMR
VPM
VCM
SIMG
