FAM
Formidable Asset Management’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Sell |
4,984
-2,398
| -32% | -$215K | 0.07% | 244 |
|
|
2025
Q1 | $573K | Sell |
7,382
-3,912
| -35% | -$304K | 0.1% | 209 |
|
|
2024
Q4 | $635K | Sell |
11,294
-282
| -2% | -$15.9K | 0.1% | 194 |
|
|
2024
Q3 | $707K | Sell |
11,576
-564
| -5% | -$34.4K | 0.11% | 174 |
|
|
2024
Q2 | $636K | Sell |
12,140
-8,410
| -41% | -$441K | 0.1% | 197 |
|
|
2024
Q1 | $969K | Buy |
+20,550
| New | +$969K | 0.16% | 133 |
|
|
2023
Q4 | – | Sell |
-26,846
| Closed | -$1.09M | – | 315 |
|
|
2023
Q3 | $1.09M | Hold |
26,846
| – | – | 0.24% | 81 |
|
|
2023
Q2 | $1.16M | Hold |
26,846
| – | – | 0.25% | 73 |
|
|
2023
Q1 | $1.29M | Buy |
26,846
+4
| +0% | +$193 | 0.27% | 67 |
|
|
2022
Q4 | $1.05M | Buy |
26,842
+705
| +3% | +$27.6K | 0.24% | 83 |
|
|
2022
Q3 | $846K | Buy |
26,137
+580
| +2% | +$18.8K | 0.2% | 97 |
|
|
2022
Q2 | $921K | Buy |
25,557
+2,293
| +10% | +$82.6K | 0.21% | 91 |
|
|
2022
Q1 | $1.11M | Buy |
23,264
+6,862
| +42% | +$327K | 0.21% | 88 |
|
|
2021
Q4 | $704K | Sell |
16,402
-2,180
| -12% | -$93.6K | 0.14% | 143 |
|
|
2021
Q3 | $698K | Buy |
18,582
+978
| +6% | +$36.7K | 0.13% | 152 |
|
|
2021
Q2 | $758K | Buy |
+17,604
| New | +$758K | 0.16% | 126 |
|
|
2015
Q4 | – | Sell |
-500
| Closed | -$6K | – | 606 |
|
|
2015
Q3 | $6K | Buy |
+500
| New | +$6K | ﹤0.01% | 487 |
|