EP Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Sell |
10,022
-1,193
| -11% | -$107K | 0.01% | 584 |
|
|
2025
Q1 | $871K | Buy |
11,215
+531
| +5% | +$41.2K | 0.01% | 537 |
|
|
2024
Q4 | $601K | Buy |
10,684
+5,299
| +98% | +$298K | ﹤0.01% | 639 |
|
|
2024
Q3 | $329K | Hold |
5,385
| – | – | ﹤0.01% | 823 |
|
|
2024
Q2 | $282K | Sell |
5,385
-9
| -0.2% | -$472 | ﹤0.01% | 672 |
|
|
2024
Q1 | $254K | Hold |
5,394
| – | – | ﹤0.01% | 671 |
|
|
2023
Q4 | $266K | Buy |
5,394
+9
| +0.2% | +$444 | ﹤0.01% | 653 |
|
|
2023
Q3 | $218K | Sell |
5,385
-1,354,009
| -100% | -$54.9M | ﹤0.01% | 644 |
|
|
2023
Q2 | $233K | Buy |
1,359,394
+1,350,103
| +14,531% | +$231K | ﹤0.01% | 619 |
|
|
2023
Q1 | $720K | Buy |
9,291
+1,951
| +27% | +$151K | 0.01% | 348 |
|
|
2022
Q4 | $287K | Buy |
+7,340
| New | +$287K | 0.01% | 475 |
|
|
2022
Q3 | – | Sell |
-7,332
| Closed | -$264K | – | 653 |
|
|
2022
Q2 | $264K | Buy |
7,332
+5
| +0.1% | +$180 | 0.01% | 513 |
|
|
2022
Q1 | $349K | Hold |
7,327
| – | – | 0.01% | 461 |
|
|
2021
Q4 | $315K | Hold |
7,327
| – | – | 0.01% | 455 |
|
|
2021
Q3 | $275K | Sell |
7,327
-63
| -0.9% | -$2.37K | 0.01% | 449 |
|
|
2021
Q2 | $326K | Buy |
7,390
+63
| +0.9% | +$2.78K | 0.01% | 427 |
|
|
2021
Q1 | $280K | Hold |
7,327
| – | – | 0.01% | 414 |
|
|
2020
Q4 | $306K | Hold |
7,327
| – | – | 0.01% | 342 |
|
|
2020
Q3 | $360K | Hold |
7,327
| – | – | 0.02% | 268 |
|
|
2020
Q2 | $323K | Buy |
+7,327
| New | +$323K | 0.01% | 298 |
|