J.W. Cole Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.32M | Buy |
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|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $804K | Buy |
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|
2024
Q4 | $357K | Sell |
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|
2024
Q3 | $452K | Sell |
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|
2024
Q2 | $404K | Sell |
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|
2024
Q1 | $364K | Buy |
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|
2023
Q4 | $358K | Buy |
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|
2023
Q3 | $266K | Buy |
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|
2023
Q2 | $282K | Buy |
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|
2023
Q1 | $301K | Buy |
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|
2022
Q4 | $232K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $209K | Sell |
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|
2020
Q3 | $293K | Buy |
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