J.P. Morgan Private Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $273K | Sell |
6,726
-1,693
| -20% | -$68.7K | ﹤0.01% | 1518 |
|
|
2023
Q2 | $364K | Sell |
8,419
-388
| -4% | -$16.8K | ﹤0.01% | 1160 |
|
|
2023
Q1 | $424K | Buy |
8,807
+3,188
| +57% | +$154K | ﹤0.01% | 1535 |
|
|
2022
Q4 | $220K | Buy |
+5,619
| New | +$220K | ﹤0.01% | 1781 |
|
|
2021
Q3 | – | Sell |
-42,149
| Closed | -$1.86M | – | 1985 |
|
|
2021
Q2 | $1.86M | Buy |
42,149
+740
| +2% | +$32.6K | ﹤0.01% | 912 |
|
|
2021
Q1 | $1.58M | Sell |
41,409
-912
| -2% | -$34.8K | 0.01% | 856 |
|
|
2020
Q4 | $1.77M | Buy |
42,321
+400
| +1% | +$16.7K | 0.01% | 785 |
|
|
2020
Q3 | $2.05M | Buy |
41,921
+100
| +0.2% | +$4.89K | 0.01% | 643 |
|
|
2020
Q2 | $1.83M | Hold |
41,821
| – | – | 0.01% | 609 |
|
|
2020
Q1 | $1.14M | Buy |
41,821
+200
| +0.5% | +$5.44K | 0.01% | 671 |
|
|
2019
Q4 | $1.24M | Sell |
41,621
-10,422
| -20% | -$310K | 0.01% | 724 |
|
|
2019
Q3 | $1.37M | Sell |
52,043
-1,549
| -3% | -$40.7K | 0.01% | 671 |
|
|
2019
Q2 | $1.3M | Sell |
53,592
-11,751
| -18% | -$285K | 0.01% | 683 |
|
|
2019
Q1 | $1.56M | Sell |
65,343
-861
| -1% | -$20.5K | 0.01% | 670 |
|
|
2018
Q4 | $1.29M | Sell |
66,204
-2,152
| -3% | -$42K | 0.01% | 677 |
|
|
2018
Q3 | $1.2M | Buy |
68,356
+7,965
| +13% | +$139K | 0.01% | 772 |
|
|
2018
Q2 | $1.33M | Sell |
60,391
-3,022
| -5% | -$66.7K | 0.01% | 692 |
|
|
2018
Q1 | $1.29M | Buy |
63,413
+4,562
| +8% | +$92.9K | 0.01% | 591 |
|
|
2017
Q4 | $1.31M | Buy |
58,851
+2,201
| +4% | +$48.8K | 0.01% | 591 |
|
|
2017
Q3 | $1.08M | Sell |
56,650
-2,058
| -4% | -$39.2K | 0.01% | 609 |
|
|
2017
Q2 | $1.17M | Sell |
58,708
-79
| -0.1% | -$1.57K | 0.01% | 581 |
|
|
2017
Q1 | $1.23M | Sell |
58,787
-3,158
| -5% | -$65.8K | 0.01% | 582 |
|
|
2016
Q4 | $1.2M | Buy |
61,945
+265
| +0.4% | +$5.12K | 0.01% | 556 |
|
|
2016
Q3 | $1.67M | Buy |
61,680
+3,758
| +6% | +$102K | 0.02% | 480 |
|
|
2016
Q2 | $1.36M | Sell |
57,922
-6,388
| -10% | -$150K | 0.01% | 519 |
|
|
2016
Q1 | $1.07M | Sell |
64,310
-1,741
| -3% | -$28.9K | 0.01% | 545 |
|
|
2015
Q4 | $820K | Buy |
66,051
+10,561
| +19% | +$131K | 0.01% | 565 |
|
|
2015
Q3 | $666K | Buy |
55,490
+4,975
| +10% | +$59.7K | 0.01% | 551 |
|
|
2015
Q2 | $876K | Buy |
50,515
+22,947
| +83% | +$398K | 0.01% | 537 |
|
|
2015
Q1 | $524K | Buy |
27,568
+16,923
| +159% | +$322K | 0.01% | 706 |
|
|
2014
Q4 | $216K | Sell |
10,645
-9,355
| -47% | -$190K | ﹤0.01% | 969 |
|
|
2014
Q3 | $399K | Sell |
20,000
-200
| -1% | -$3.99K | 0.01% | 764 |
|
|
2014
Q2 | $531K | Sell |
20,200
-5,920
| -23% | -$156K | 0.01% | 547 |
|
|
2014
Q1 | $593K | Buy |
26,120
+6,120
| +31% | +$139K | 0.01% | 521 |
|
|
2013
Q4 | $404K | Sell |
20,000
-500
| -2% | -$10.1K | 0.01% | 487 |
|
|
2013
Q3 | $508K | Sell |
20,500
-628
| -3% | -$15.6K | 0.01% | 433 |
|
|
2013
Q2 | $416K | Buy |
+21,128
| New | +$416K | 0.01% | 437 |
|