CWS
Confluence Wealth Services’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Hold |
4,492
| – | – | 0.02% | 270 |
|
|
2025
Q1 | $366K | Hold |
4,492
| – | – | 0.02% | 269 |
|
|
2024
Q4 | $265K | Sell |
4,492
-300
| -6% | -$17.7K | 0.02% | 288 |
|
|
2024
Q3 | $293K | Sell |
4,792
-500
| -9% | -$30.5K | 0.02% | 285 |
|
|
2024
Q2 | $277K | Hold |
5,292
| – | – | 0.02% | 315 |
|
|
2024
Q1 | $249K | Buy |
5,292
+500
| +10% | +$23.6K | 0.02% | 299 |
|
|
2023
Q4 | $236K | Buy |
+4,792
| New | +$236K | 0.03% | 269 |
|
|
2023
Q3 | – | Sell |
-4,792
| Closed | -$207K | – | 273 |
|
|
2023
Q2 | $207K | Hold |
4,792
| – | – | 0.04% | 254 |
|
|
2023
Q1 | $231K | Buy |
+4,792
| New | +$231K | 0.05% | 242 |
|
|
2022
Q2 | – | Sell |
-4,842
| Closed | -$230K | – | 287 |
|
|
2022
Q1 | $230K | Buy |
+4,842
| New | +$230K | 0.08% | 221 |
|