Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $98.7K | Buy |
1,883
+970
| +106% | +$50.8K | 0.02% | 278 |
|
|
2024
Q1 | $43K | Sell |
913
-403
| -31% | -$19K | 0.01% | 432 |
|
|
2023
Q4 | $64.9K | Buy |
1,316
+680
| +107% | +$33.6K | 0.02% | 351 |
|
|
2023
Q3 | $25.8K | Buy |
636
+11
| +2% | +$446 | 0.01% | 485 |
|
|
2023
Q2 | $27K | Buy |
625
+110
| +21% | +$4.75K | 0.01% | 412 |
|
|
2023
Q1 | $26.2K | Buy |
515
+27
| +6% | +$1.37K | 0.01% | 408 |
|
|
2022
Q4 | $21.5K | Sell |
488
-21
| -4% | -$925 | 0.01% | 446 |
|
|
2022
Q3 | $16K | Sell |
509
-286
| -36% | -$8.99K | 0.01% | 485 |
|
|
2022
Q2 | $27K | Buy |
795
+739
| +1,320% | +$25.1K | 0.01% | 424 |
|
|
2022
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 747 |
|
|
2021
Q4 | $2K | Sell |
56
-32
| -36% | -$1.14K | ﹤0.01% | 859 |
|
|
2021
Q3 | $3K | Buy |
88
+3
| +4% | +$102 | ﹤0.01% | 780 |
|
|
2021
Q2 | $4K | Buy |
85
+14
| +20% | +$659 | ﹤0.01% | 708 |
|
|
2021
Q1 | $3K | Buy |
71
+13
| +22% | +$549 | ﹤0.01% | 717 |
|
|
2020
Q4 | $2K | Sell |
58
-12
| -17% | -$414 | ﹤0.01% | 694 |
|
|
2020
Q3 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 481 |
|
|
2018
Q4 | – | Sell |
-34
| Closed | -$1K | – | 179 |
|
|
2018
Q3 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 145 |
|