EWM
Evermay 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 | $18K | Hold |
200
| – | – | ﹤0.01% | 395 |
|
|
2025
Q1 | $15.5K | Hold |
200
| – | – | ﹤0.01% | 407 |
|
|
2024
Q4 | $11.2K | Hold |
200
| – | – | ﹤0.01% | 436 |
|
|
2024
Q3 | $12.2K | Hold |
200
| – | – | ﹤0.01% | 443 |
|
|
2024
Q2 | $10.5K | Hold |
200
| – | – | ﹤0.01% | 449 |
|
|
2024
Q1 | $9.43K | Buy |
200
+100
| +100% | +$4.71K | ﹤0.01% | 474 |
|
|
2023
Q4 | $4.93K | Hold |
100
| – | – | ﹤0.01% | 485 |
|
|
2023
Q3 | $4.06K | Buy |
+100
| New | +$4.06K | ﹤0.01% | 476 |
|