DWM
Diversify Wealth Management’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Sell |
3,125
-1,515
| -33% | -$146K | 0.02% | 460 |
|
|
2025
Q1 | $380K | Sell |
4,640
-14
| -0.3% | -$1.15K | 0.03% | 401 |
|
|
2024
Q4 | $266K | Sell |
4,654
-1
| -0% | -$57 | 0.02% | 448 |
|
|
2024
Q3 | $314K | Buy |
4,655
+22
| +0.5% | +$1.48K | 0.03% | 388 |
|
|
2024
Q2 | $260K | Buy |
+4,633
| New | +$260K | 0.03% | 379 |
|