Jeppson 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 | $3.06M | Sell |
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|
2025
Q2 | $2.48M | Sell |
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|
2025
Q1 | $2.15M | Sell |
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|
2024
Q4 | $1.57M | Sell |
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|
2024
Q3 | $1.75M | Sell |
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|
2024
Q2 | $1.52M | Sell |
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|
2024
Q1 | $1.39M | Buy |
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|
2023
Q4 | $1.43M | Buy |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $1.2M | Sell |
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|
2023
Q1 | $1.36M | Buy |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $897K | Sell |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $1.39M | Sell |
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $1.05M | Buy |
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|
2021
Q2 | $1.23M | Sell |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $915K | Hold |
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|
2020
Q3 | $1.08M | Buy |
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