JPWM
Jamison Private Wealth Management’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
3,886
-939
| -19% | -$84.3K | 0.05% | 169 |
|
|
2025
Q1 | $375K | Buy |
4,825
+732
| +18% | +$56.8K | 0.06% | 161 |
|
|
2024
Q4 | $230K | Buy |
4,093
+766
| +23% | +$43.1K | 0.03% | 192 |
|
|
2024
Q3 | $203K | Buy |
3,327
+1,488
| +81% | +$90.9K | 0.03% | 189 |
|
|
2024
Q2 | $96.4K | Sell |
1,839
-87
| -5% | -$4.56K | 0.02% | 220 |
|
|
2024
Q1 | $90.8K | Hold |
1,926
| – | – | 0.02% | 220 |
|
|
2023
Q4 | $95K | Buy |
1,926
+592
| +44% | +$29.2K | 0.02% | 205 |
|
|
2023
Q3 | $54.1K | Buy |
+1,334
| New | +$54.1K | 0.01% | 223 |
|