Jones Financial Companies’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 | $1.72M | Buy |
19,683
+11,496
| +140% | +$1M | ﹤0.01% | 799 |
|
|
2025
Q1 | $629K | Buy |
8,187
+4,572
| +126% | +$351K | ﹤0.01% | 1034 |
|
|
2024
Q4 | $203K | Buy |
3,615
+1,464
| +68% | +$82.3K | ﹤0.01% | 1353 |
|
|
2024
Q3 | $134K | Buy |
2,151
+1,869
| +663% | +$117K | ﹤0.01% | 1291 |
|
|
2024
Q2 | $14.8K | Buy |
+282
| New | +$14.8K | ﹤0.01% | 1634 |
|