Glassman Wealth Services’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-643
| Closed | -$31.7K | – | 1840 |
|
|
2023
Q4 | $31.7K | Sell |
643
-7
| -1% | -$345 | ﹤0.01% | 573 |
|
|
2023
Q3 | $26.4K | Buy |
650
+57
| +10% | +$2.31K | ﹤0.01% | 589 |
|
|
2023
Q2 | $25.6K | Buy |
593
+12
| +2% | +$519 | ﹤0.01% | 567 |
|
|
2023
Q1 | $28K | Buy |
581
+8
| +1% | +$385 | ﹤0.01% | 547 |
|
|
2022
Q4 | $22.4K | Buy |
573
+227
| +66% | +$8.87K | ﹤0.01% | 638 |
|
|
2022
Q3 | $11K | Sell |
346
-153
| -31% | -$4.86K | ﹤0.01% | 779 |
|
|
2022
Q2 | $18K | Sell |
499
-63
| -11% | -$2.27K | ﹤0.01% | 669 |
|
|
2022
Q1 | $27K | Buy |
562
+112
| +25% | +$5.38K | ﹤0.01% | 562 |
|
|
2021
Q4 | $19K | Sell |
450
-3
| -0.7% | -$127 | ﹤0.01% | 626 |
|
|
2021
Q3 | $17K | Hold |
453
| – | – | ﹤0.01% | 638 |
|
|
2021
Q2 | $20K | Buy |
453
+69
| +18% | +$3.05K | ﹤0.01% | 581 |
|
|
2021
Q1 | $15K | Buy |
384
+253
| +193% | +$9.88K | ﹤0.01% | 612 |
|
|
2020
Q4 | $5K | Buy |
131
+29
| +28% | +$1.11K | ﹤0.01% | 885 |
|
|
2020
Q3 | $5K | Buy |
102
+9
| +10% | +$441 | ﹤0.01% | 809 |
|
|
2020
Q2 | $4K | Buy |
93
+76
| +447% | +$3.27K | ﹤0.01% | 704 |
|
|
2020
Q1 | $0 | Buy |
17
+10
| +143% | – | ﹤0.01% | 1614 |
|
|
2019
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1513 |
|