BWCS
Beirne Wealth Consulting Services’s Wheaton Precious Metals WPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.26M | Buy |
14,015
+6
| +0% | +$539 | 0.41% | 40 |
|
2025
Q1 | $1.09M | Hold |
14,009
| – | – | 0.39% | 41 |
|
2024
Q4 | $788K | Sell |
14,009
-1,484
| -10% | -$83.5K | 0.28% | 45 |
|
2024
Q3 | $946K | Buy |
15,493
+4
| +0% | +$244 | 0.33% | 45 |
|
2024
Q2 | $812K | Sell |
15,489
-1,079
| -7% | -$56.6K | 0.33% | 47 |
|
2024
Q1 | $781K | Hold |
16,568
| – | – | 0.33% | 47 |
|
2023
Q4 | $817K | Sell |
16,568
-789
| -5% | -$38.9K | 0.4% | 51 |
|
2023
Q3 | $750K | Hold |
17,357
| – | – | 0.6% | 36 |
|
2023
Q2 | $750K | Buy |
17,357
+9
| +0.1% | +$389 | 0.6% | 36 |
|
2023
Q1 | $838K | Sell |
17,348
-4,445
| -20% | -$215K | 0.59% | 35 |
|
2022
Q4 | $1.54M | Buy |
21,793
+8,851
| +68% | +$625K | 0.76% | 21 |
|
2022
Q3 | $419K | Buy |
12,942
+7
| +0.1% | +$227 | 0.16% | 72 |
|
2022
Q2 | $466K | Buy |
12,935
+11
| +0.1% | +$396 | 0.3% | 58 |
|
2022
Q1 | $617K | Hold |
12,924
| – | – | 0.34% | 54 |
|
2021
Q4 | $555K | Buy |
12,924
+5
| +0% | +$215 | 0.3% | 48 |
|
2021
Q3 | $487K | Buy |
12,919
+5
| +0% | +$188 | 0.28% | 54 |
|
2021
Q2 | $568K | Buy |
12,914
+9
| +0.1% | +$396 | 0.31% | 49 |
|
2021
Q1 | $495K | Hold |
12,905
| – | – | 0.29% | 47 |
|
2020
Q4 | $539K | Buy |
12,905
+1,005
| +8% | +$42K | 0.27% | 71 |
|
2020
Q3 | $584K | Buy |
11,900
+2
| +0% | +$98 | 0.34% | 56 |
|
2020
Q2 | $524K | Buy |
11,898
+9
| +0.1% | +$396 | 0.43% | 37 |
|
2020
Q1 | $328K | Sell |
11,889
-1,000
| -8% | -$27.6K | 0.35% | 47 |
|
2019
Q4 | $383K | Buy |
12,889
+5
| +0% | +$149 | 0.34% | 55 |
|
2019
Q3 | $338K | Buy |
12,884
+1,405
| +12% | +$36.9K | 0.28% | 85 |
|
2019
Q2 | $278K | Buy |
11,479
+12
| +0.1% | +$291 | 0.25% | 106 |
|
2019
Q1 | $273K | Buy |
+11,467
| New | +$273K | 0.21% | 141 |
|