EFS
Essex Financial Services’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Sell |
32,130
-1,169
| -4% | -$105K | 0.19% | 124 |
|
|
2025
Q1 | $2.58M | Sell |
33,299
-684
| -2% | -$53.1K | 0.19% | 114 |
|
|
2024
Q4 | $1.91M | Buy |
33,983
+39
| +0.1% | +$2.19K | 0.14% | 141 |
|
|
2024
Q3 | $2.33M | Buy |
33,944
+8
| +0% | +$548 | 0.17% | 117 |
|
|
2024
Q2 | $1.85M | Sell |
33,936
-6,290
| -16% | -$342K | 0.14% | 146 |
|
|
2024
Q1 | $1.9M | Sell |
40,226
-877
| -2% | -$41.3K | 0.17% | 116 |
|
|
2023
Q4 | $2.03M | Buy |
41,103
+4,401
| +12% | +$217K | 0.21% | 105 |
|
|
2023
Q3 | $1.49M | Sell |
36,702
-1,870
| -5% | -$75.8K | 0.17% | 125 |
|
|
2023
Q2 | $1.67M | Sell |
38,572
-85,119
| -69% | -$3.68M | 0.19% | 112 |
|
|
2023
Q1 | $5.96M | Buy |
123,691
+27,307
| +28% | +$1.32M | 0.63% | 33 |
|
|
2022
Q4 | $3.77M | Buy |
96,384
+41,101
| +74% | +$1.61M | 0.4% | 60 |
|
|
2022
Q3 | $1.79M | Sell |
55,283
-31,629
| -36% | -$1.02M | 0.21% | 107 |
|
|
2022
Q2 | $3.13M | Sell |
86,912
-53,000
| -38% | -$1.91M | 0.35% | 72 |
|
|
2022
Q1 | $6.66M | Sell |
139,912
-11,058
| -7% | -$526K | 0.64% | 37 |
|
|
2021
Q4 | $6.48M | Sell |
150,970
-23,458
| -13% | -$1.01M | 0.64% | 37 |
|
|
2021
Q3 | $6.56M | Sell |
174,428
-720
| -0.4% | -$27.1K | 0.75% | 24 |
|
|
2021
Q2 | $7.72M | Buy |
+175,148
| New | +$7.72M | 1.12% | 12 |
|