Columbia Advisory Partners’s Sprott Physical Gold PHYS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43M Sell
56,560
-4,407
-7% -$112K 1.09% 18
2025
Q1
$1.47M Buy
60,967
+47,995
+370% +$1.15M 1.27% 20
2024
Q4
$261K Sell
12,972
-8,467
-39% -$171K 0.24% 56
2024
Q3
$437K Sell
21,439
-9,523
-31% -$194K 0.41% 29
2024
Q2
$559K Buy
+30,962
New +$559K 0.55% 26