Jeppson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Sell |
27,564
-101
| -0.4% | -$9.07K | 0.86% | 26 |
|
|
2025
Q1 | $2.15M | Sell |
27,665
-177
| -0.6% | -$13.7K | 0.79% | 32 |
|
|
2024
Q4 | $1.57M | Sell |
27,842
-750
| -3% | -$42.2K | 0.57% | 48 |
|
|
2024
Q3 | $1.75M | Sell |
28,592
-427
| -1% | -$26.1K | 0.63% | 40 |
|
|
2024
Q2 | $1.52M | Sell |
29,019
-395
| -1% | -$20.7K | 0.58% | 44 |
|
|
2024
Q1 | $1.39M | Buy |
29,414
+339
| +1% | +$16K | 0.54% | 53 |
|
|
2023
Q4 | $1.43M | Buy |
29,075
+900
| +3% | +$44.4K | 0.59% | 45 |
|
|
2023
Q3 | $1.14M | Buy |
28,175
+389
| +1% | +$15.8K | 0.52% | 49 |
|
|
2023
Q2 | $1.2M | Sell |
27,786
-554
| -2% | -$23.9K | 0.52% | 47 |
|
|
2023
Q1 | $1.36M | Buy |
28,340
+578
| +2% | +$27.8K | 0.59% | 41 |
|
|
2022
Q4 | $1.08M | Buy |
27,762
+41
| +0.1% | +$1.6K | 0.46% | 52 |
|
|
2022
Q3 | $897K | Sell |
27,721
-1,996
| -7% | -$64.6K | 0.41% | 59 |
|
|
2022
Q2 | $1.07M | Buy |
29,717
+490
| +2% | +$17.7K | 0.46% | 49 |
|
|
2022
Q1 | $1.39M | Sell |
29,227
-455
| -2% | -$21.6K | 0.65% | 36 |
|
|
2021
Q4 | $1.27M | Buy |
29,682
+1,590
| +6% | +$68.2K | 0.61% | 37 |
|
|
2021
Q3 | $1.06M | Buy |
28,092
+150
| +0.5% | +$5.63K | 0.55% | 48 |
|
|
2021
Q2 | $1.23M | Sell |
27,942
-83
| -0.3% | -$3.66K | 0.67% | 35 |
|
|
2021
Q1 | $1.07M | Buy |
28,025
+6,103
| +28% | +$233K | 0.64% | 40 |
|
|
2020
Q4 | $915K | Hold |
21,922
| – | – | 0.61% | 41 |
|
|
2020
Q3 | $1.08M | Buy |
+21,922
| New | +$1.08M | 0.84% | 24 |
|