BHWM
Beaird Harris Wealth Management’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.14M | Sell |
88,930
-1,088
| -1% | -$26.2K | 0.18% | 46 |
|
|
2024
Q4 | $1.81M | Buy |
90,018
+33,350
| +59% | +$672K | 0.16% | 54 |
|
|
2024
Q3 | $1.15M | Buy |
56,668
+2,181
| +4% | +$44.4K | 0.1% | 60 |
|
|
2024
Q2 | $984K | Buy |
54,487
+15,981
| +42% | +$289K | 0.09% | 58 |
|
|
2024
Q1 | $666K | Hold |
38,506
| – | – | 0.06% | 63 |
|
|
2023
Q4 | $613K | Hold |
38,506
| – | – | 0.06% | 57 |
|
|
2023
Q3 | $551K | Sell |
38,506
-4,882
| -11% | -$69.9K | 0.07% | 56 |
|
|
2023
Q2 | $647K | Hold |
43,388
| – | – | 0.08% | 51 |
|
|
2023
Q1 | $671K | Sell |
43,388
-2,197
| -5% | -$34K | 0.12% | 48 |
|
|
2022
Q4 | $643K | Hold |
45,585
| – | – | 0.12% | 46 |
|
|
2022
Q3 | $583K | Sell |
45,585
-23,986
| -34% | -$307K | 0.13% | 48 |
|
|
2022
Q2 | $987K | Buy |
69,571
+20,000
| +40% | +$284K | 0.27% | 33 |
|
|
2022
Q1 | $762K | Buy |
49,571
+5,256
| +12% | +$80.8K | 0.28% | 39 |
|
|
2021
Q4 | $636K | Buy |
+44,315
| New | +$636K | 0.23% | 55 |
|