Golden State Wealth Management’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 | $98.8K | Hold |
1,100
| – | – | 0.01% | 485 |
|
|
2025
Q1 | $85.4K | Hold |
1,100
| – | – | 0.01% | 484 |
|
|
2024
Q4 | $61.9K | Buy |
+1,100
| New | +$61.9K | 0.01% | 539 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$3K | – | 911 |
|
|
2020
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 832 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$3K | – | 954 |
|
|
2019
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 939 |
|
|
2019
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 992 |
|
|
2019
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1037 |
|