CWS
Cypress 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 | $834K | Sell |
9,292
-230
| -2% | -$20.7K | 0.15% | 118 |
|
|
2025
Q1 | $739K | Sell |
9,522
-503
| -5% | -$39K | 0.15% | 112 |
|
|
2024
Q4 | $564K | Sell |
10,025
-333
| -3% | -$18.7K | 0.11% | 137 |
|
|
2024
Q3 | $633K | Sell |
10,358
-330
| -3% | -$20.2K | 0.13% | 124 |
|
|
2024
Q2 | $560K | Sell |
10,688
-362
| -3% | -$19K | 0.12% | 126 |
|
|
2024
Q1 | $521K | Sell |
11,050
-131
| -1% | -$6.17K | 0.12% | 139 |
|
|
2023
Q4 | $552K | Sell |
11,181
-314
| -3% | -$15.5K | 0.14% | 134 |
|
|
2023
Q3 | $466K | Sell |
11,495
-196
| -2% | -$7.95K | 0.13% | 143 |
|
|
2023
Q2 | $519K | Sell |
11,691
-587
| -5% | -$26.1K | 0.14% | 135 |
|
|
2023
Q1 | $591K | Sell |
12,278
-280
| -2% | -$13.5K | 0.17% | 103 |
|
|
2022
Q4 | $491K | Sell |
12,558
-598
| -5% | -$23.4K | 0.16% | 119 |
|
|
2022
Q3 | $425K | Sell |
13,156
-315
| -2% | -$10.2K | 0.14% | 126 |
|
|
2022
Q2 | $485K | Sell |
13,471
-107
| -0.8% | -$3.85K | 0.15% | 115 |
|
|
2022
Q1 | $646K | Hold |
13,578
| – | – | 0.18% | 97 |
|
|
2021
Q4 | $583K | Sell |
13,578
-533
| -4% | -$22.9K | 0.16% | 100 |
|
|
2021
Q3 | $530K | Hold |
14,111
| – | – | 0.16% | 102 |
|
|
2021
Q2 | $622K | Sell |
14,111
-218
| -2% | -$9.61K | 0.17% | 106 |
|
|
2021
Q1 | $548K | Sell |
14,329
-331
| -2% | -$12.7K | 0.11% | 142 |
|
|
2020
Q4 | $612K | Buy |
+14,660
| New | +$612K | 0.14% | 116 |
|
|
2020
Q3 | – | Sell |
-14,954
| Closed | -$659K | – | 258 |
|
|
2020
Q2 | $659K | Sell |
14,954
-1,029
| -6% | -$45.3K | 0.16% | 121 |
|
|
2020
Q1 | $440K | Sell |
15,983
-735
| -4% | -$20.2K | 0.13% | 135 |
|
|
2019
Q4 | $497K | Sell |
16,718
-306
| -2% | -$9.1K | 0.13% | 135 |
|
|
2019
Q3 | $447K | Sell |
17,024
-65
| -0.4% | -$1.71K | 0.12% | 139 |
|
|
2019
Q2 | $413K | Sell |
17,089
-727
| -4% | -$17.6K | 0.12% | 151 |
|
|
2019
Q1 | $424K | Sell |
17,816
-1,032
| -5% | -$24.6K | 0.13% | 137 |
|
|
2018
Q4 | $368K | Buy |
18,848
+500
| +3% | +$9.76K | 0.15% | 132 |
|
|
2018
Q3 | $321K | Hold |
18,348
| – | – | 0.11% | 158 |
|
|
2018
Q2 | $405K | Hold |
18,348
| – | – | 0.15% | 133 |
|
|
2018
Q1 | $374K | Hold |
18,348
| – | – | 0.16% | 122 |
|
|
2017
Q4 | $406K | Buy |
+18,348
| New | +$406K | 0.17% | 122 |
|