PWA
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Physician Wealth Advisors’s Hawaiian Electric Industries HE Stock Holding History

Physician Wealth Advisors’s Portfolio HE Stock Details HE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.4K Hold
94
– – ﹤0.01% 1509
2025
Q4 		$1.16K Hold
94
– – ﹤0.01% 1533
2025
Q3 		$1.04K Hold
94
– – ﹤0.01% 1551
2025
Q2 		$1K Buy
+94
New +$981 ﹤0.01% 1429

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VPM
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VCM
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T. Rowe Price Investment Management
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Geode Capital Management
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QCM
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Charles Schwab
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Bank of America
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