AWA
Aaron Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
16,508
-170
| -1% | -$15.3K | 0.15% | 90 |
|
|
2025
Q1 | $1.29M | Hold |
16,678
| – | – | 0.15% | 98 |
|
|
2024
Q4 | $938K | Hold |
16,678
| – | – | 0.11% | 126 |
|
|
2024
Q3 | $1.02M | Buy |
16,678
+22
| +0.1% | +$1.34K | 0.12% | 117 |
|
|
2024
Q2 | $873K | Hold |
16,656
| – | – | 0.12% | 109 |
|
|
2024
Q1 | $785K | Hold |
16,656
| – | – | 0.11% | 114 |
|
|
2023
Q4 | $822K | Sell |
16,656
-77,138
| -82% | -$3.81M | 0.14% | 95 |
|
|
2023
Q3 | $3.8M | Hold |
93,794
| – | – | 0.49% | 34 |
|
|
2023
Q2 | $4.05M | Hold |
93,794
| – | – | 0.53% | 37 |
|
|
2023
Q1 | $4.52M | Hold |
93,794
| – | – | 0.62% | 36 |
|
|
2022
Q4 | $3.67M | Buy |
93,794
+77,138
| +463% | +$3.01M | 0.54% | 39 |
|
|
2022
Q3 | $539K | Hold |
16,656
| – | – | 0.1% | 102 |
|
|
2022
Q2 | $600K | Sell |
16,656
-775,836
| -98% | -$27.9M | 0.15% | 88 |
|
|
2022
Q1 | $16.7M | Buy |
792,492
+775,836
| +4,658% | +$16.3M | 0.23% | 51 |
|
|
2021
Q4 | $715K | Hold |
16,656
| – | – | 0.2% | 75 |
|
|
2021
Q3 | $625K | Sell |
16,656
-1,490
| -8% | -$55.9K | 0.18% | 72 |
|
|
2021
Q2 | $799K | Buy |
18,146
+862
| +5% | +$38K | 0.26% | 63 |
|
|
2021
Q1 | $660K | Sell |
17,284
-50,793
| -75% | -$1.94M | 0.24% | 65 |
|
|
2020
Q4 | $2.84M | Buy |
+68,077
| New | +$2.84M | 1.04% | 28 |
|