Physician Wealth Advisors, Inc. historic quarter change: USA Other Stocks, Reduced
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Physician Wealth Advisors, Inc. opened 80 positions, added to 18, reduced 7 and sold out of 75.
- Q4 2025: Stock DUPONT DE NEMOURS INC; Country of operation United States; Class COM; Shares before 308.
- Q4 2025: Stock GATES INDL CORP PLC; Country of operation —; Class ORD SHS; Shares before 77.
- Q4 2025: Stock AMCOR PLC; Country of operation —; Class ORD; Shares before 1,542.
- Q3 2025: Stock MAC COPPER LIMITED; Country of operation —; Class ORD SHS; Shares before 119.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1795173), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-29); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-28); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-16); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-17); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-09-30.
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