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
2025
Q1
$2.14M Sell
2024
Q4
$1.81M Buy
2024
Q3
$1.15M Buy
2024
Q2
$984K Buy
2024
Q1
$666K Hold
2023
Q4
$613K Hold
2023
Q3
$551K Sell
2023
Q2
$647K Hold
2023
Q1
$671K Sell
2022
Q4
$643K Hold
2022
Q3
$583K Sell
2022
Q2
$987K Buy
2022
Q1
$762K Buy
2021
Q4
$636K Buy