Wealth Enhancement Advisory Services
PLMR icon

Wealth Enhancement Advisory Services’s Palomar PLMR Stock Holding History

Wealth Enhancement Advisory Services’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 		$363K Buy
2,461
+90
+4% +$13.3K ﹤0.01% 2456
2025
Q1 		$325K Buy
2,371
+190
+9% +$26K ﹤0.01% 2367
2024
Q4 		$230K Sell
2,181
-23
-1% -$2.43K ﹤0.01% 2565
2024
Q3 		$209K Buy
+2,204
New +$209K ﹤0.01% 2404