Welch & Forbes’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 | $579K | Hold |
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|
2025
Q2 | $496K | Sell |
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|
2025
Q1 | $501K | Hold |
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|
2024
Q4 | $419K | Hold |
|
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|
2024
Q3 | $424K | Hold |
|
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|
2024
Q2 | $381K | Buy |
|
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|
2024
Q1 | $299K | Sell |
|
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|
2023
Q4 | $339K | Hold |
|
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|
2023
Q3 | $305K | Hold |
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|
2023
Q2 | $317K | Hold |
|
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|
2023
Q1 | $329K | Sell |
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|
2022
Q4 | $300K | Sell |
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|
2022
Q3 | $400K | Buy |
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|
2022
Q2 | $303K | Buy |
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|
2022
Q1 | $265K | Hold |
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|
2021
Q4 | $248K | Hold |
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|
2021
Q3 | $238K | Hold |
|
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|
2021
Q2 | $242K | Hold |
|
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|
2021
Q1 | $232K | Hold |
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|
2020
Q4 | $261K | Hold |
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|
2020
Q3 | $260K | Hold |
|
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|
2020
Q2 | $247K | Hold |
|
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|
2020
Q1 | $227K | Hold |
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|
2019
Q4 | $210K | Hold |
|
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|
2019
Q3 | $204K | Hold |
|
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|
2019
Q2 | $196K | Hold |
|
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|
2019
Q1 | $180K | Hold |
|
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|
2018
Q4 | $178K | Hold |
|
|||||
|
2018
Q3 | $165K | Hold |
|
|||||
|
2018
Q2 | $176K | Hold |
|
|||||
|
2018
Q1 | $186K | Hold |
|
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|
2017
Q4 | $183K | Hold |
|
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|
2017
Q3 | $180K | Sell |
|
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|
2017
Q2 | $177K | Hold |
|
|||||
|
2017
Q1 | $178K | Hold |
|
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|
2016
Q4 | $164K | Hold |
|
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|
2016
Q3 | $191K | Hold |
|
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|
2016
Q2 | $192K | Sell |
|
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|
2016
Q1 | $199K | Buy |
|