Physician Wealth Advisors’s Premier PINC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-41	Closed	-$1.14K	–	2127
2025 Q3	$1.14K	Buy	+41	New	+$990	﹤0.01%	1500
2025 Q1	–	Sell	-30	Closed	-$636	–	1508
2024 Q4	$636	Buy	+30	New	+$637	﹤0.01%	1074

Other funds holding PINC

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

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

Physician Wealth Advisors sold out of Premier (PINC) in Q4 2025, closing a stake of 41 shares — an estimated $1.14K sold.

Physician Wealth Advisors first reported a position in PINC in Q4 2024 and held it in 2 quarters. The position peaked at $1.14K in Q3 2025. 1 fund tracked by Wall St. Rank holds PINC as of Q4 2025.

Physician Wealth Advisors reported no remaining Premier position as of Q4 2025 after selling out during the quarter.
Physician Wealth Advisors sold 41 Premier shares in Q4 2025, an estimated $1.14K.
Physician Wealth Advisors first reported a position in Premier in Q4 2024 and held it in 2 quarters.
Physician Wealth Advisors's Premier position peaked at $1.14K in Q3 2025.
1 fund tracked by Wall St. Rank held Premier as of Q4 2025.

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