Golden State Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $144K | Hold |
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|
2025
Q4 | $129K | Hold |
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|
2025
Q3 | $123K | Hold |
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|
2025
Q2 | $98.8K | Hold |
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|
2025
Q1 | $85.4K | Hold |
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|
2024
Q4 | $61.9K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $3K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $3K | Hold |
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|
2019
Q2 | $2K | Hold |
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|
2019
Q1 | $2K | Buy |
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