Carson Wealth (CWM LLC)’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
2,711
-126
| -4% | -$11.3K | ﹤0.01% | 2006 |
|
|
2025
Q1 | $220K | Buy |
2,837
+116
| +4% | +$9K | ﹤0.01% | 1860 |
|
|
2024
Q4 | $153K | Sell |
2,721
-3,249
| -54% | -$183K | ﹤0.01% | 2004 |
|
|
2024
Q3 | $365K | Buy |
5,970
+2,930
| +96% | +$179K | ﹤0.01% | 1449 |
|
|
2024
Q2 | $159K | Buy |
3,040
+295
| +11% | +$15.4K | ﹤0.01% | 1712 |
|
|
2024
Q1 | $129K | Buy |
2,745
+592
| +27% | +$27.8K | ﹤0.01% | 1735 |
|
|
2023
Q4 | $106K | Sell |
2,153
-337
| -14% | -$16.6K | ﹤0.01% | 1728 |
|
|
2023
Q3 | $101K | Sell |
2,490
-460
| -16% | -$18.7K | ﹤0.01% | 1627 |
|
|
2023
Q2 | $127K | Buy |
2,950
+1,022
| +53% | +$44K | ﹤0.01% | 1446 |
|
|
2023
Q1 | $93K | Buy |
1,928
+1,061
| +122% | +$51.2K | ﹤0.01% | 1531 |
|
|
2022
Q4 | $34K | Buy |
867
+72
| +9% | +$2.82K | ﹤0.01% | 2006 |
|
|
2022
Q3 | $26K | Sell |
795
-838
| -51% | -$27.4K | ﹤0.01% | 2066 |
|
|
2022
Q2 | $59K | Buy |
1,633
+360
| +28% | +$13K | ﹤0.01% | 1555 |
|
|
2022
Q1 | $61K | Buy |
1,273
+69
| +6% | +$3.31K | ﹤0.01% | 1518 |
|
|
2021
Q4 | $52K | Buy |
+1,204
| New | +$52K | ﹤0.01% | 1556 |
|
|
2021
Q2 | $276K | Hold |
6,266
| – | – | ﹤0.01% | 803 |
|
|
2021
Q1 | $276K | Hold |
6,266
| – | – | ﹤0.01% | 803 |
|
|
2020
Q4 | $276K | Hold |
6,266
| – | – | ﹤0.01% | 803 |
|
|
2020
Q3 | $276K | Hold |
6,266
| – | – | ﹤0.01% | 803 |
|
|
2020
Q2 | $276K | Hold |
6,266
| – | – | ﹤0.01% | 803 |
|
|
2020
Q1 | $276K | Hold |
6,266
| – | – | ﹤0.01% | 803 |
|
|
2019
Q4 | $276K | Hold |
6,266
| – | – | ﹤0.01% | 803 |
|
|
2019
Q3 | $276K | Hold |
6,266
| – | – | ﹤0.01% | 803 |
|
|
2019
Q2 | $276K | Hold |
6,266
| – | – | ﹤0.01% | 803 |
|
|
2019
Q1 | $276K | Sell |
6,266
-9,646
| -61% | -$425K | ﹤0.01% | 803 |
|
|
2018
Q4 | $311K | Buy |
15,912
+8,001
| +101% | +$156K | 0.01% | 517 |
|
|
2018
Q3 | $138K | Buy |
7,911
+1,052
| +15% | +$18.4K | ﹤0.01% | 570 |
|
|
2018
Q2 | $151K | Buy |
6,859
+669
| +11% | +$14.7K | 0.01% | 462 |
|
|
2018
Q1 | $126K | Hold |
6,190
| – | – | 0.01% | 419 |
|
|
2017
Q4 | $137K | Buy |
6,190
+24
| +0.4% | +$531 | 0.01% | 386 |
|
|
2017
Q3 | $118K | Buy |
6,166
+27
| +0.4% | +$517 | 0.01% | 396 |
|
|
2017
Q2 | $122K | Sell |
6,139
-383
| -6% | -$7.61K | 0.01% | 365 |
|
|
2017
Q1 | $136K | Hold |
6,522
| – | – | 0.01% | 329 |
|
|
2016
Q4 | $126K | Buy |
6,522
+4,322
| +196% | +$83.5K | 0.01% | 323 |
|
|
2016
Q3 | $59K | Sell |
2,200
-3,922
| -64% | -$105K | ﹤0.01% | 397 |
|
|
2016
Q2 | $144K | Hold |
6,122
| – | – | 0.01% | 267 |
|
|
2016
Q1 | $102K | Hold |
6,122
| – | – | 0.01% | 278 |
|
|
2015
Q4 | $76K | Sell |
6,122
-300
| -5% | -$3.72K | 0.01% | 282 |
|
|
2015
Q3 | $77K | Sell |
6,422
-9,000
| -58% | -$108K | 0.01% | 255 |
|
|
2015
Q2 | $267K | Buy |
+15,422
| New | +$267K | 0.03% | 166 |
|
|
2014
Q1 | – | Sell |
-6,122
| Closed | -$124K | – | 454 |
|
|
2013
Q4 | $124K | Buy |
+6,122
| New | +$124K | 0.02% | 177 |
|