Physician Wealth Advisors’s PCM Fund PCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Hold |
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|
2025
Q1 | $209K | Hold |
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|
2024
Q4 | $249K | Hold |
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|
2024
Q3 | $261K | Hold |
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|
2024
Q2 | $243K | Hold |
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|
2024
Q1 | $272K | Hold |
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|
2023
Q4 | $255K | Hold |
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|
2023
Q3 | $279K | Hold |
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|
2023
Q2 | $322K | Hold |
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|
2023
Q1 | $302K | Hold |
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|
2022
Q4 | $284K | Hold |
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|
2022
Q3 | $265K | Hold |
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|
2022
Q2 | $319K | Sell |
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|
2022
Q1 | $365K | Hold |
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|
2021
Q4 | $372K | Hold |
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|
2021
Q3 | $387K | Hold |
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|
2021
Q2 | $399K | Hold |
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|
2021
Q1 | $403K | Hold |
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|
2020
Q4 | $387K | Hold |
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|
2020
Q3 | $339K | Hold |
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|
2020
Q2 | $338K | Buy |
|