EP Wealth Advisors’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
Q2 | $900K | Sell |
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|
2025
Q1 | $871K | Buy |
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|
2024
Q4 | $601K | Buy |
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|
2024
Q3 | $329K | Hold |
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|
2024
Q2 | $282K | Sell |
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|
2024
Q1 | $254K | Hold |
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|
2023
Q4 | $266K | Buy |
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|
2023
Q3 | $218K | Sell |
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|
2023
Q2 | $233K | Buy |
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|
2023
Q1 | $720K | Buy |
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|
2022
Q4 | $287K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $264K | Buy |
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|
2022
Q1 | $349K | Hold |
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|
2021
Q4 | $315K | Hold |
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|
2021
Q3 | $275K | Sell |
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|
2021
Q2 | $326K | Buy |
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|
2021
Q1 | $280K | Hold |
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|
2020
Q4 | $306K | Hold |
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|
2020
Q3 | $360K | Hold |
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|
2020
Q2 | $323K | Buy |
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