Physician Wealth Advisors’s HarborOne Bancorp HONE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-75	Closed	-$1.02K	–	2087
2025 Q3	$1.02K	Hold	75	–	–	﹤0.01%	1566
2025 Q2	$876	Buy	+75	New	+$820	﹤0.01%	1516

Other funds holding HONE

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

Physician Wealth Advisors's HONE Position: Q4 2025 in Review

Physician Wealth Advisors sold out of HarborOne Bancorp (HONE) in Q4 2025, closing a stake of 75 shares — an estimated $1.02K sold.

Physician Wealth Advisors first reported a position in HONE in Q2 2025 and held it in 2 quarters. The position peaked at $1.02K in Q3 2025. 1 fund tracked by Wall St. Rank holds HONE as of Q4 2025.

Physician Wealth Advisors reported no remaining HarborOne Bancorp position as of Q4 2025 after selling out during the quarter.
Physician Wealth Advisors sold 75 HarborOne Bancorp shares in Q4 2025, an estimated $1.02K.
Physician Wealth Advisors first reported a position in HarborOne Bancorp in Q2 2025 and held it in 2 quarters.
Physician Wealth Advisors's HarborOne Bancorp position peaked at $1.02K in Q3 2025.
1 fund tracked by Wall St. Rank held HarborOne Bancorp as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.