CWP
Cyndeo Wealth Partners’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17M | Buy |
672,339
+6,909
| +1% | +$175K | 1.01% | 22 |
|
|
2025
Q1 | $16M | Sell |
665,430
-1,543
| -0.2% | -$37.1K | 1.05% | 21 |
|
|
2024
Q4 | $13.4M | Buy |
666,973
+11,513
| +2% | +$232K | 0.91% | 25 |
|
|
2024
Q3 | $13.4M | Buy |
655,460
+2,857
| +0.4% | +$58.2K | 0.93% | 25 |
|
|
2024
Q2 | $11.8M | Buy |
652,603
+38,288
| +6% | +$691K | 0.92% | 24 |
|
|
2024
Q1 | $10.6M | Buy |
614,315
+227
| +0% | +$3.93K | 0.88% | 25 |
|
|
2023
Q4 | $9.78M | Buy |
614,088
+4,961
| +0.8% | +$79K | 0.91% | 22 |
|
|
2023
Q3 | $8.72M | Buy |
609,127
+13,362
| +2% | +$191K | 0.91% | 26 |
|
|
2023
Q2 | $8.89M | Buy |
595,765
+10,826
| +2% | +$162K | 0.93% | 21 |
|
|
2023
Q1 | $9.04M | Buy |
584,939
+102,214
| +21% | +$1.58M | 0.97% | 20 |
|
|
2022
Q4 | $6.81M | Buy |
+482,725
| New | +$6.81M | 0.8% | 31 |
|