Physician Wealth Advisors’s US Steel X Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-20	Closed	-$846	–	1996
2025 Q1	$846	Hold	20	–	–	﹤0.01%	1205
2024 Q4	$680	Buy	+20	New	+$738	﹤0.01%	1047

Other funds holding X

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAWM

Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Physician Wealth Advisors's X Position: Q2 2025 in Review

Physician Wealth Advisors sold out of US Steel (X) in Q2 2025, closing a stake of 20 shares — an estimated $846 sold.

Physician Wealth Advisors first reported a position in X in Q4 2024 and held it in 2 quarters. The position peaked at $846 in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

Physician Wealth Advisors reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
Physician Wealth Advisors sold 20 US Steel shares in Q2 2025, an estimated $846.
Physician Wealth Advisors first reported a position in US Steel in Q4 2024 and held it in 2 quarters.
Physician Wealth Advisors's US Steel position peaked at $846 in Q1 2025.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Physician Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.