HSWM
Hubbell Strickland Wealth Management’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.59M | Sell |
259,978
-5,887
| -2% | -$149K | 2.91% | 7 |
|
|
2025
Q1 | $6.4M | Buy |
265,865
+3,120
| +1% | +$75.1K | 3.03% | 6 |
|
|
2024
Q4 | $5.29M | Buy |
262,745
+525
| +0.2% | +$10.6K | 2.51% | 8 |
|
|
2024
Q3 | $5.34M | Sell |
262,220
-3,184
| -1% | -$64.9K | 2.5% | 9 |
|
|
2024
Q2 | $4.79M | Sell |
265,404
-755
| -0.3% | -$13.6K | 2.41% | 9 |
|
|
2024
Q1 | $4.6M | Sell |
266,159
-1,237
| -0.5% | -$21.4K | 2.33% | 9 |
|
|
2023
Q4 | $4.26M | Sell |
267,396
-5,379
| -2% | -$85.7K | 2.33% | 9 |
|
|
2023
Q3 | $3.91M | Buy |
272,775
+135
| +0% | +$1.93K | 2.34% | 9 |
|
|
2023
Q2 | $4.07M | Hold |
272,640
| – | – | 2.36% | 9 |
|
|
2023
Q1 | $4.22M | Buy |
272,640
+4,535
| +2% | +$70.1K | 2.56% | 8 |
|
|
2022
Q4 | $3.78M | Sell |
268,105
-8,520
| -3% | -$120K | 2.3% | 10 |
|
|
2022
Q3 | $3.54M | Buy |
276,625
+910
| +0.3% | +$11.6K | 2.47% | 8 |
|
|
2022
Q2 | $3.91M | Buy |
275,715
+1,900
| +0.7% | +$26.9K | 2.6% | 7 |
|
|
2022
Q1 | $4.21M | Buy |
273,815
+650
| +0.2% | +$9.99K | 2.5% | 7 |
|
|
2021
Q4 | $3.92M | Buy |
273,165
+39,204
| +17% | +$563K | 2.17% | 8 |
|
|
2021
Q3 | $3.23M | Buy |
233,961
+11,291
| +5% | +$156K | 1.96% | 10 |
|
|
2021
Q2 | $3.12M | Buy |
222,670
+4,803
| +2% | +$67.4K | 1.88% | 10 |
|
|
2021
Q1 | $2.92M | Buy |
217,867
+13,847
| +7% | +$186K | 1.88% | 10 |
|
|
2020
Q4 | $3.08M | Buy |
204,020
+35,912
| +21% | +$542K | 2.1% | 9 |
|
|
2020
Q3 | $2.53M | Buy |
168,108
+89,896
| +115% | +$1.35M | 1.97% | 10 |
|
|
2020
Q2 | $1.12M | Buy |
+78,212
| New | +$1.12M | 0.94% | 16 |
|