Cypress Wealth Services’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
$1.24M Hold
2025
Q2
$1.06M Sell
2025
Q1
$1.03M Sell
2024
Q4
$864K Buy
2024
Q3
$837K Hold
2024
Q2
$742K Hold
2024
Q1
$711K Hold
2023
Q4
$654K Buy
2023
Q3
$587K Buy
2023
Q2
$614K Buy
2023
Q1
$613K Buy
2022
Q4
$535K Buy
2022
Q3
$494K Buy
2022
Q2
$531K Buy
2022
Q1
$573K Hold
2021
Q4
$535K Hold
2021
Q3
$514K Sell
2021
Q2
$531K Buy
2021
Q1
$339K Buy
2020
Q4
$212K Buy