Montis Financial’s Sprott Physical Gold PHYS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Sell |
87,951
-2,600
| -3% | -$65.9K | 0.62% | 28 |
|
|
2025
Q1 | $2.18M | Sell |
90,551
-1,361
| -1% | -$32.7K | 0.64% | 27 |
|
|
2024
Q4 | $1.85M | Buy |
91,912
+1,253
| +1% | +$25.2K | 0.57% | 33 |
|
|
2024
Q3 | $1.85M | Buy |
90,659
+2,500
| +3% | +$51K | 0.66% | 25 |
|
|
2024
Q2 | $1.59M | Sell |
88,159
-847
| -1% | -$15.3K | 0.73% | 22 |
|
|
2024
Q1 | $1.54M | Buy |
89,006
+2,100
| +2% | +$36.3K | 0.73% | 17 |
|
|
2023
Q4 | $1.38M | Sell |
86,906
-5,200
| -6% | -$82.8K | 0.82% | 17 |
|
|
2023
Q3 | $1.32M | Buy |
+92,106
| New | +$1.32M | 0.88% | 14 |
|