Back to PAX
Physician Wealth Advisors, Inc. → PAX
Physician Wealth Advisors, Inc. PAX Position History
Patria Investments Limited • Financial Services
Quarters held
5
Latest value
$2K
Q3 2026
Peak value
$3K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3K |
| Q4 2025 | $3K |
| Q1 2026 | $2K |
| Q2 2026 | $703 |
| Q3 2026 | $2K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 193 | — | — |
| Q2 2026 | $703 | 64 | — | — |
| Q1 2026 | $2K | 126 | — | — |
| Q4 2025 | $3K | 177 | — | — |
| Q3 2025 | $3K | 177 | — | — |
Other funds holding PAX
$23.7M
$16.6M
$15.3M
$15.3M
$12.4M