PWM
Palumbo 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 | $5.88M | Sell |
232,141
-44,867
| -16% | -$1.14M | 1.82% | 13 |
|
|
2025
Q1 | $6.66M | Buy |
277,008
+2,501
| +0.9% | +$60.2K | 2.23% | 9 |
|
|
2024
Q4 | $5.53M | Buy |
274,507
+9,870
| +4% | +$199K | 2.06% | 9 |
|
|
2024
Q3 | $5.39M | Buy |
264,637
+1,189
| +0.5% | +$24.2K | 2.1% | 12 |
|
|
2024
Q2 | $4.76M | Buy |
263,448
+3,732
| +1% | +$67.4K | 2.01% | 14 |
|
|
2024
Q1 | $4.49M | Sell |
259,716
-21,251
| -8% | -$368K | 2.01% | 13 |
|
|
2023
Q4 | $4.48M | Sell |
280,967
-11,082
| -4% | -$177K | 2.29% | 11 |
|
|
2023
Q3 | $4.18M | Sell |
292,049
-23,475
| -7% | -$336K | 2.3% | 11 |
|
|
2023
Q2 | $4.71M | Buy |
315,524
+16,934
| +6% | +$253K | 2.88% | 9 |
|
|
2023
Q1 | $4.62M | Sell |
298,590
-8,586
| -3% | -$133K | 3.07% | 9 |
|
|
2022
Q4 | $4.33M | Buy |
307,176
+25,122
| +9% | +$354K | 3.44% | 8 |
|
|
2022
Q3 | $3.61M | Buy |
282,054
+13,840
| +5% | +$177K | 3.06% | 10 |
|
|
2022
Q2 | $3.8M | Buy |
268,214
+16,191
| +6% | +$230K | 3.02% | 9 |
|
|
2022
Q1 | $3.87M | Buy |
252,023
+45,785
| +22% | +$704K | 2.49% | 13 |
|
|
2021
Q4 | $2.96M | Buy |
206,238
+80,463
| +64% | +$1.16M | 1.85% | 13 |
|
|
2021
Q3 | $1.74M | Sell |
125,775
-208
| -0.2% | -$2.87K | 1.14% | 15 |
|
|
2021
Q2 | $1.77M | Buy |
125,983
+54,298
| +76% | +$762K | 1.19% | 15 |
|
|
2021
Q1 | $961K | Buy |
71,685
+5,435
| +8% | +$72.9K | 0.72% | 30 |
|
|
2020
Q4 | $1M | Buy |
+66,250
| New | +$1M | 0.81% | 20 |
|