Cornerstone Planning Group’s Wheaton Precious Metals WPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.55K Sell
2025
Q2
$5.09K Buy
2025
Q1
$2.94K Hold
2024
Q4
$2.13K Sell
2024
Q3
$2.98K Buy
2024
Q2
$1.74K Buy
2024
Q1
$949 Buy