Physician Wealth Advisors, Inc. DOMO DOMO INC

Ownership history in Physician Wealth Advisors, Inc.  ·  6 quarters on record

AI Ownership Summary

Physician Wealth Advisors, Inc. reported DOMO INC (DOMO) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows DOMO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DOMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Physician Wealth Advisors, Inc.'s position in DOMO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DOMO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Physician Wealth Advisors, Inc. held DOMO — position size vs. price
% of Fund (quarterly)    DOMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 155 +22 +16.5% 0.00% $486 2026-07-20 $3.46
2025 Q4 REDUCED 13.1% -63.7% 133 -20 -13.1% 0.00% $1K 2026-01-29 $6.01
2025 Q3 UNCHANGED 153 0% 0.00% $2K 2025-11-04 $12.94
2025 Q2 ADDED 153 +133 +665.0% 0.00% $2K 2025-07-14 $13.44
2025 Q1 UNCHANGED 20 0% 0.00% $156 2025-04-28 $7.58
2024 Q4 INITIATED 20 0.00% $142 2025-02-12 $8.97

FAQ About Physician Wealth Advisors, Inc. and DOMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Physician Wealth Advisors, Inc. reported owning DOMO?

Physician Wealth Advisors, Inc. reported DOMO across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported DOMO position in Physician Wealth Advisors, Inc.'s portfolio?

The largest reported portfolio weight for DOMO was 0.00% in 2025 Q3.

What is the latest reported DOMO position on this page?

The most recent filing on this page is 2026 Q2, when Physician Wealth Advisors, Inc. reported 155 shares, equal to 0.00% of portfolio, with an estimated market value of $486.

What does the chart on this DOMO ownership page compare?

The chart compares Physician Wealth Advisors, Inc.'s quarterly DOMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Physician Wealth Advisors, Inc. time their DOMO position?

Based on 13F filing dates vs. subsequent DOMO price moves, Physician Wealth Advisors, Inc. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on DOMO relative to SPY over the holding period was -56.0%.

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