IWP
Insight 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 | $1.88M | Sell |
74,065
-9,964
| -12% | -$253K | 0.73% | 27 |
|
|
2025
Q1 | $2.02M | Sell |
84,029
-18,789
| -18% | -$452K | 0.34% | 23 |
|
|
2024
Q4 | $2.07M | Sell |
102,818
-24,783
| -19% | -$499K | 0.28% | 24 |
|
|
2024
Q3 | $2.6M | Sell |
127,601
-10,552
| -8% | -$215K | 0.51% | 19 |
|
|
2024
Q2 | $2.5M | Sell |
138,153
-21,474
| -13% | -$388K | 0.43% | 15 |
|
|
2024
Q1 | $2.76M | Sell |
159,627
-1,649
| -1% | -$28.5K | 0.48% | 14 |
|
|
2023
Q4 | $2.57M | Sell |
161,276
-275
| -0.2% | -$4.38K | 0.45% | 13 |
|
|
2023
Q3 | $2.31M | Sell |
161,551
-6,961
| -4% | -$99.7K | 0.45% | 14 |
|
|
2023
Q2 | $2.51M | Sell |
168,512
-8,431
| -5% | -$126K | 0.58% | 12 |
|
|
2023
Q1 | $2.74M | Sell |
176,943
-2,733
| -2% | -$42.3K | 0.61% | 12 |
|
|
2022
Q4 | $2.53M | Hold |
179,676
| – | – | 1.89% | 13 |
|
|
2022
Q3 | $2.3M | Buy |
179,676
+19,235
| +12% | +$246K | 2.17% | 13 |
|
|
2022
Q2 | $2.28M | Buy |
160,441
+765
| +0.5% | +$10.8K | 1.71% | 13 |
|
|
2022
Q1 | $2.45M | Buy |
159,676
+1,413
| +0.9% | +$21.7K | 1.36% | 13 |
|
|
2021
Q4 | $2.27M | Buy |
158,263
+15,582
| +11% | +$224K | 0.43% | 15 |
|
|
2021
Q3 | $1.97M | Buy |
142,681
+50,562
| +55% | +$698K | 1.06% | 15 |
|
|
2021
Q2 | $1.29M | Buy |
92,119
+10,746
| +13% | +$151K | 0.69% | 22 |
|
|
2021
Q1 | $1.09M | Buy |
81,373
+8,221
| +11% | +$110K | 0.54% | 22 |
|
|
2020
Q4 | $1.1M | Buy |
73,152
+20,615
| +39% | +$311K | 0.68% | 22 |
|
|
2020
Q3 | $791K | Buy |
52,537
+29,159
| +125% | +$439K | 0.76% | 23 |
|
|
2020
Q2 | $335K | Buy |
+23,378
| New | +$335K | 0.34% | 29 |
|