Glass Jacobson Investment Advisors’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-760
| Closed | -$42.7K | – | 861 |
|
|
2025
Q1 | $42.7K | Hold |
760
| – | – | 0.01% | 396 |
|
|
2024
Q4 | $42.7K | Hold |
760
| – | – | 0.01% | 396 |
|
|
2024
Q3 | $46.4K | Hold |
760
| – | – | 0.02% | 365 |
|
|
2024
Q2 | $39.8K | Hold |
760
| – | – | 0.01% | 374 |
|
|
2024
Q1 | $35.8K | Hold |
760
| – | – | 0.01% | 395 |
|
|
2023
Q4 | $37.5K | Hold |
760
| – | – | 0.02% | 362 |
|
|
2023
Q3 | $30.8K | Hold |
760
| – | – | 0.01% | 375 |
|
|
2023
Q2 | $32.8K | Buy |
+760
| New | +$32.8K | 0.02% | 376 |
|
|
2022
Q4 | $29.7K | Buy |
+760
| New | +$29.7K | 0.01% | 391 |
|