MWM
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Moran Wealth Management’s Palomar PLMR Stock Holding History

Moran Wealth Management’s Portfolio PLMR Stock Details PLMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$890K Sell
5,768
-289
-5% -$44.6K 0.03% 333
2025
Q1 		$830K Sell
6,057
-103
-2% -$14.1K 0.03% 319
2024
Q4 		$650K Buy
6,160
+378
+7% +$39.9K 0.02% 343
2024
Q3 		$547K Buy
+5,782
New +$547K 0.02% 367