Physician Wealth Advisors’s Couchbase BASE Stock Holding History

Physician Wealth Advisors’s Portfolio BASE Stock Details BASE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-127	Closed	-$3.1K	–	1915
2025 Q2	$3.1K	Buy	+127	New	+$2.31K	﹤0.01%	911

Other funds holding BASE

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Physician Wealth Advisors's BASE Position: Q3 2025 in Review

Physician Wealth Advisors sold out of Couchbase (BASE) in Q3 2025, closing a stake of 127 shares — an estimated $3.1K sold.

Physician Wealth Advisors first reported a position in BASE in Q2 2025 and held it in 1 quarter. The position peaked at $3.1K in Q2 2025. 3 funds tracked by Wall St. Rank hold BASE as of Q3 2025.

Physician Wealth Advisors reported no remaining Couchbase position as of Q3 2025 after selling out during the quarter.
Physician Wealth Advisors sold 127 Couchbase shares in Q3 2025, an estimated $3.1K.
Physician Wealth Advisors first reported a position in Couchbase in Q2 2025 and held it in 1 quarter.
Physician Wealth Advisors's Couchbase position peaked at $3.1K in Q2 2025.
3 funds tracked by Wall St. Rank held Couchbase as of Q3 2025.

Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.