Beaird Harris Wealth Management’s Sprott Physical Gold PHYS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Hold |
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|
2025
Q1 | $2.14M | Sell |
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|
2024
Q4 | $1.81M | Buy |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $984K | Buy |
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|
2024
Q1 | $666K | Hold |
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|
2023
Q4 | $613K | Hold |
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|
2023
Q3 | $551K | Sell |
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|
2023
Q2 | $647K | Hold |
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|
2023
Q1 | $671K | Sell |
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|
2022
Q4 | $643K | Hold |
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|
2022
Q3 | $583K | Sell |
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|
2022
Q2 | $987K | Buy |
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|
2022
Q1 | $762K | Buy |
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|
2021
Q4 | $636K | Buy |
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