Clifford Swan Investment Counsel’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
Q3 | $1.87M | Hold |
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|
2025
Q2 | $1.6M | Hold |
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|
2025
Q1 | $1.52M | Hold |
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|
2024
Q4 | $1.27M | Sell |
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|
2024
Q3 | $1.81M | Hold |
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|
2024
Q2 | $1.61M | Hold |
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|
2024
Q1 | $1.54M | Hold |
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|
2023
Q4 | $1.42M | Hold |
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|
2023
Q3 | $1.27M | Hold |
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|
2023
Q2 | $1.33M | Hold |
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|
2023
Q1 | $1.38M | Hold |
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|
2022
Q4 | $1.26M | Hold |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.27M | Buy |
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|
2022
Q1 | $1.12M | Buy |
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|
2021
Q4 | $506K | Sell |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $968K | Buy |
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|
2021
Q1 | $686K | Buy |
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|
2020
Q4 | $680K | Buy |
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|
2020
Q3 | $412K | Buy |
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|
2020
Q2 | $301K | Hold |
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|
2020
Q1 | $276K | Hold |
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|
2019
Q4 | $256K | Hold |
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|
2019
Q3 | $248K | Hold |
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|
2019
Q2 | $238K | Hold |
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|
2019
Q1 | $219K | Hold |
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|
2018
Q4 | $217K | Hold |
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|
2018
Q3 | $201K | Hold |
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|
2018
Q2 | $214K | Hold |
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|
2018
Q1 | $226K | Hold |
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|
2017
Q4 | $222K | Hold |
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|
2017
Q3 | $219K | Hold |
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|
2017
Q2 | $213K | Hold |
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|
2017
Q1 | $215K | Hold |
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|
2016
Q4 | $197K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $231K | Hold |
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|
2016
Q1 | $213K | Hold |
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|
2015
Q4 | $183K | Hold |
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|
2015
Q3 | $193K | Hold |
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|
2015
Q2 | $203K | Buy |
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|
2015
Q1 | $166K | Buy |
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|
2014
Q4 | $142K | Hold |
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|
2014
Q3 | $145K | Buy |
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|
2014
Q2 | $110K | Buy |
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