Jamison Private 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
2025
Q3
$591K Buy
2025
Q2
$349K Sell
2025
Q1
$375K Buy
2024
Q4
$230K Buy
2024
Q3
$203K Buy
2024
Q2
$96.4K Sell
2024
Q1
$90.8K Hold
2023
Q4
$95K Buy
2023
Q3
$54.1K Buy