JFS Wealth Advisors’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 | $123K | Hold |
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|
2025
Q2 | $98.8K | Buy |
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|
2025
Q1 | $7.76K | Hold |
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|
2024
Q4 | $5.62K | Hold |
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|
2024
Q3 | $6.11K | Hold |
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|
2024
Q2 | $5.24K | Hold |
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|
2024
Q1 | $4.71K | Sell |
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|
2023
Q4 | $5.18K | Hold |
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|
2023
Q3 | $4.26K | Hold |
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|
2023
Q2 | $4.54K | Hold |
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|
2023
Q1 | $5.06K | Hold |
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|
2022
Q4 | $4.1K | Buy |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $4K | Sell |
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|
2022
Q1 | $5K | Buy |
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|
2021
Q4 | $2K | Buy |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Buy |
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