Concord Wealth Partners’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
$40.6K Hold
2025
Q1
$38.5K Hold
2024
Q4
$32.2K Hold
2024
Q3
$32.6K Hold
2024
Q2
$28.9K Hold
2024
Q1
$27.7K Hold
2023
Q4
$25.5K Hold
2023
Q3
$22.9K Hold
2023
Q2
$23.9K Hold
2023
Q1
$24.7K Hold
2022
Q4
$22.6K Buy
2022
Q3
Sell
2022
Q2
$23K Hold
2022
Q1
$25K Hold
2021
Q4
$23K Buy