Physician Wealth Advisors’s TrueCar TRUE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,648	Closed	-$3.73K	–	2234
2025 Q4	$3.73K	Buy	1,648 +234	+17%	+$502	﹤0.01%	1075
2025 Q3	$2.6K	Hold	1,414	–	–	﹤0.01%	1112
2025 Q2	$2.69K	Buy	+1,414	New	+$2.16K	﹤0.01%	950

Other funds holding TRUE

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

Physician Wealth Advisors's TRUE Position: Q1 2026 in Review

Physician Wealth Advisors sold out of TrueCar (TRUE) in Q1 2026, closing a stake of 1,648 shares — an estimated $3.73K sold.

Physician Wealth Advisors first reported a position in TRUE in Q2 2025 and held it in 3 quarters. The position peaked at $3.73K in Q4 2025. 1 fund tracked by Wall St. Rank holds TRUE as of Q1 2026.

Physician Wealth Advisors reported no remaining TrueCar position as of Q1 2026 after selling out during the quarter.
Physician Wealth Advisors sold 1,648 TrueCar shares in Q1 2026, an estimated $3.73K.
Physician Wealth Advisors first reported a position in TrueCar in Q2 2025 and held it in 3 quarters.
Physician Wealth Advisors's TrueCar position peaked at $3.73K in Q4 2025.
1 fund tracked by Wall St. Rank held TrueCar as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.