Loring Wolcott & Coolidge Fiduciary Advisors’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.6K | Hold |
1,008
| – | – | ﹤0.01% | 439 |
|
|
2025
Q1 | $25.3K | Hold |
1,008
| – | – | ﹤0.01% | 432 |
|
|
2024
Q4 | $21.3K | Hold |
1,008
| – | – | ﹤0.01% | 448 |
|
|
2024
Q3 | $21.4K | Hold |
1,008
| – | – | ﹤0.01% | 450 |
|
|
2024
Q2 | $19.3K | Sell |
1,008
-7,500
| -88% | -$143K | ﹤0.01% | 455 |
|
|
2024
Q1 | $154K | Hold |
8,508
| – | – | ﹤0.01% | 296 |
|
|
2023
Q4 | $134K | Hold |
8,508
| – | – | ﹤0.01% | 319 |
|
|
2023
Q3 | $132K | Sell |
8,508
-292
| -3% | -$4.53K | ﹤0.01% | 321 |
|
|
2023
Q2 | $131K | Hold |
8,800
| – | – | ﹤0.01% | 338 |
|
|
2023
Q1 | $136K | Hold |
8,800
| – | – | ﹤0.01% | 313 |
|
|
2022
Q4 | $124K | Hold |
8,800
| – | – | ﹤0.01% | 321 |
|
|
2022
Q3 | $113K | Hold |
8,800
| – | – | ﹤0.01% | 340 |
|
|
2022
Q2 | $125K | Hold |
8,800
| – | – | ﹤0.01% | 336 |
|
|
2022
Q1 | $135K | Hold |
8,800
| – | – | ﹤0.01% | 346 |
|
|
2021
Q4 | $126K | Hold |
8,800
| – | – | ﹤0.01% | 361 |
|
|
2021
Q3 | $121K | Hold |
8,800
| – | – | ﹤0.01% | 369 |
|
|
2021
Q2 | $123K | Buy |
+8,800
| New | +$123K | ﹤0.01% | 374 |
|