JP Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $273K | Sell |
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|
2023
Q2 | $364K | Sell |
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|
2023
Q1 | $424K | Buy |
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|
2022
Q4 | $220K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.86M | Buy |
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|
2021
Q1 | $1.58M | Sell |
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|
2020
Q4 | $1.77M | Buy |
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|
2020
Q3 | $2.05M | Buy |
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|
2020
Q2 | $1.83M | Hold |
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|
2020
Q1 | $1.14M | Buy |
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|
2019
Q4 | $1.24M | Sell |
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|
2019
Q3 | $1.37M | Sell |
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|
2019
Q2 | $1.3M | Sell |
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|
2019
Q1 | $1.56M | Sell |
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|
2018
Q4 | $1.29M | Sell |
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|
2018
Q3 | $1.2M | Buy |
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|
2018
Q2 | $1.33M | Sell |
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|
2018
Q1 | $1.29M | Buy |
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|
2017
Q4 | $1.3M | Buy |
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|
2017
Q3 | $1.08M | Sell |
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|
2017
Q2 | $1.17M | Sell |
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|
2017
Q1 | $1.23M | Sell |
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|
2016
Q4 | $1.2M | Buy |
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|
2016
Q3 | $1.67M | Buy |
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|
2016
Q2 | $1.36M | Sell |
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|
2016
Q1 | $1.07M | Sell |
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|
2015
Q4 | $820K | Buy |
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|
2015
Q3 | $666K | Buy |
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|
2015
Q2 | $876K | Buy |
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|
2015
Q1 | $524K | Buy |
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|
2014
Q4 | $216K | Sell |
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|
2014
Q3 | $399K | Sell |
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|
2014
Q2 | $531K | Sell |
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|
2014
Q1 | $593K | Buy |
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|
2013
Q4 | $404K | Sell |
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|
2013
Q3 | $508K | Sell |
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|
2013
Q2 | $416K | Buy |
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