Cyndeo 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
Q3
$19.8M Sell
2025
Q2
$17M Buy
2025
Q1
$16M Sell
2024
Q4
$13.4M Buy
2024
Q3
$13.4M Buy
2024
Q2
$11.8M Buy
2024
Q1
$10.6M Buy
2023
Q4
$9.78M Buy
2023
Q3
$8.72M Buy
2023
Q2
$8.89M Buy
2023
Q1
$9.04M Buy
2022
Q4
$6.81M Buy