Wealth Management Associates’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
Q2 | $2.04M | Buy |
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2025
Q1 | $1.88M | Buy |
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2024
Q4 | $1.57M | Sell |
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2024
Q3 | $1.6M | Sell |
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2024
Q2 | $1.42M | Hold |
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2024
Q1 | $1.42M | Buy |
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2023
Q4 | $1.25M | Sell |
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2023
Q3 | $1.12M | Sell |
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2023
Q2 | $1.2M | Buy |
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2023
Q1 | $628K | Buy |
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2022
Q4 | $556K | Hold |
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2022
Q3 | $504K | Hold |
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2022
Q2 | $559K | Hold |
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2022
Q1 | $606K | Sell |
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2021
Q4 | $617K | Sell |
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2021
Q3 | $602K | Hold |
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2021
Q2 | $612K | Buy |
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2021
Q1 | $570K | Buy |
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2020
Q4 | $606K | Buy |
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2019
Q1 | – | Sell |
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2018
Q4 | $401K | Buy |
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