Glassman Wealth Services’s Wheaton Precious Metals WPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-643	Closed	-$31.7K	–	1840
2023 Q4	$31.7K	Sell	643 -7	-1%	-$317	﹤0.01%	573
2023 Q3	$26.4K	Buy	650 +57	+10%	+$2.46K	﹤0.01%	589
2023 Q2	$25.6K	Buy	593 +12	+2%	+$570	﹤0.01%	567
2023 Q1	$28K	Buy	581 +8	+1%	+$350	﹤0.01%	547
2022 Q4	$22.4K	Buy	573 +227	+66%	+$8.21K	﹤0.01%	638
2022 Q3	$11K	Sell	346 -153	-31%	-$5.03K	﹤0.01%	779
2022 Q2	$18K	Sell	499 -63	-11%	-$2.73K	﹤0.01%	669
2022 Q1	$27K	Buy	562 +112	+25%	+$4.87K	﹤0.01%	562
2021 Q4	$19K	Sell	450 -3	-0.7%	-$124	﹤0.01%	626
2021 Q3	$17K	Hold	453	–	–	﹤0.01%	638
2021 Q2	$20K	Buy	453 +69	+18%	+$3.07K	﹤0.01%	581
2021 Q1	$15K	Buy	384 +253	+193%	+$10K	﹤0.01%	612
2020 Q4	$5K	Buy	131 +29	+28%	+$1.29K	﹤0.01%	885
2020 Q3	$5K	Buy	102 +9	+10%	+$459	﹤0.01%	809
2020 Q2	$4K	Buy	93 +76	+447%	+$2.99K	﹤0.01%	704
2020 Q1	$0	Buy	17 +10	+143%	+$289	﹤0.01%	1614
2019 Q4	$0	Buy	+7	New	+$191	﹤0.01%	1513