Loring Wolcott & Coolidge Fiduciary Advisors’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 | $31.4K | Hold |
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|
2025
Q2 | $25.6K | Hold |
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|
2025
Q1 | $25.3K | Hold |
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|
2024
Q4 | $21.3K | Hold |
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|
2024
Q3 | $21.4K | Hold |
|
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|
2024
Q2 | $19.3K | Sell |
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|
2024
Q1 | $154K | Hold |
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|
2023
Q4 | $134K | Hold |
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|
2023
Q3 | $132K | Sell |
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|
2023
Q2 | $131K | Hold |
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|
2023
Q1 | $136K | Hold |
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|
2022
Q4 | $124K | Hold |
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|
2022
Q3 | $113K | Hold |
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|
2022
Q2 | $125K | Hold |
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|
2022
Q1 | $135K | Hold |
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|
2021
Q4 | $126K | Hold |
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|
2021
Q3 | $121K | Hold |
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|
2021
Q2 | $123K | Buy |
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