JFS Wealth Advisors’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 | $98.8K | Buy |
1,100
+1,000
| +1,000% | +$89.8K | 0.01% | 369 |
|
|
2025
Q1 | $7.76K | Hold |
100
| – | – | ﹤0.01% | 964 |
|
|
2024
Q4 | $5.62K | Hold |
100
| – | – | ﹤0.01% | 1086 |
|
|
2024
Q3 | $6.11K | Hold |
100
| – | – | ﹤0.01% | 1046 |
|
|
2024
Q2 | $5.24K | Hold |
100
| – | – | ﹤0.01% | 1051 |
|
|
2024
Q1 | $4.71K | Sell |
100
-5
| -5% | -$236 | ﹤0.01% | 1127 |
|
|
2023
Q4 | $5.18K | Hold |
105
| – | – | ﹤0.01% | 1046 |
|
|
2023
Q3 | $4.26K | Hold |
105
| – | – | ﹤0.01% | 1056 |
|
|
2023
Q2 | $4.54K | Hold |
105
| – | – | ﹤0.01% | 1048 |
|
|
2023
Q1 | $5.06K | Hold |
105
| – | – | ﹤0.01% | 981 |
|
|
2022
Q4 | $4.1K | Buy |
105
+78
| +289% | +$3.05K | ﹤0.01% | 1073 |
|
|
2022
Q3 | $1K | Sell |
27
-80
| -75% | -$2.96K | ﹤0.01% | 1679 |
|
|
2022
Q2 | $4K | Sell |
107
-7
| -6% | -$262 | ﹤0.01% | 1126 |
|
|
2022
Q1 | $5K | Buy |
114
+63
| +124% | +$2.76K | ﹤0.01% | 1090 |
|
|
2021
Q4 | $2K | Buy |
51
+30
| +143% | +$1.18K | ﹤0.01% | 1196 |
|
|
2021
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 819 |
|
|
2021
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 586 |
|
|
2021
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 577 |
|