WMWM
Whitaker-Myers Wealth Managers’s Sprott Physical Gold PHYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
11,545
-613,807
| -98% | -$15.6M | 0.07% | 95 |
|
|
2025
Q1 | $15M | Buy |
625,352
+288,642
| +86% | +$6.94M | 4.22% | 6 |
|
|
2024
Q4 | $6.78M | Sell |
336,710
-119,356
| -26% | -$2.4M | 1.98% | 15 |
|
|
2024
Q3 | $9.29M | Buy |
456,066
+58,200
| +15% | +$1.19M | 3.09% | 11 |
|
|
2024
Q2 | $7.19M | Buy |
397,866
+24,909
| +7% | +$450K | 2.65% | 12 |
|
|
2024
Q1 | $6.45M | Buy |
372,957
+101,843
| +38% | +$1.76M | 2.72% | 12 |
|
|
2023
Q4 | $4.32M | Buy |
+271,114
| New | +$4.32M | 2.15% | 12 |
|