Essex Financial Services’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 | $2.89M | Sell |
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|
2025
Q1 | $2.58M | Sell |
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|
2024
Q4 | $1.91M | Buy |
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|
2024
Q3 | $2.33M | Buy |
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|
2024
Q2 | $1.85M | Sell |
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|
2024
Q1 | $1.9M | Sell |
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|
2023
Q4 | $2.03M | Buy |
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|
2023
Q3 | $1.49M | Sell |
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|
2023
Q2 | $1.67M | Sell |
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|
2023
Q1 | $5.96M | Buy |
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|
2022
Q4 | $3.77M | Buy |
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|
2022
Q3 | $1.79M | Sell |
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|
2022
Q2 | $3.13M | Sell |
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|
2022
Q1 | $6.66M | Sell |
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|
2021
Q4 | $6.48M | Sell |
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|
2021
Q3 | $6.55M | Sell |
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|
2021
Q2 | $7.72M | Buy |
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