KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Buy |
29,007
+63
| +0.2% | +$5.66K | 2.06% | 12 |
|
|
2025
Q1 | $2.25M | Sell |
28,944
-1,869
| -6% | -$145K | 1.96% | 14 |
|
|
2024
Q4 | $1.73M | Buy |
30,813
+220
| +0.7% | +$12.4K | 1.28% | 18 |
|
|
2024
Q3 | $1.87M | Sell |
30,593
-226
| -0.7% | -$13.8K | 1.56% | 14 |
|
|
2024
Q2 | $1.62M | Buy |
30,819
+449
| +1% | +$23.5K | 1.51% | 16 |
|
|
2024
Q1 | $1.43M | Sell |
30,370
-18
| -0.1% | -$848 | 1.41% | 16 |
|
|
2023
Q4 | $1.5M | Buy |
30,388
+1,807
| +6% | +$89.2K | 1.5% | 17 |
|
|
2023
Q3 | $1.16M | Buy |
28,581
+5,305
| +23% | +$215K | 1.2% | 21 |
|
|
2023
Q2 | $1.01M | Buy |
23,276
+1,439
| +7% | +$62.2K | 0.99% | 25 |
|
|
2023
Q1 | $1.05M | Sell |
21,837
-1
| -0% | -$48 | 1.08% | 25 |
|
|
2022
Q4 | $853K | Buy |
21,838
+323
| +2% | +$12.6K | 0.98% | 24 |
|
|
2022
Q3 | $696K | Buy |
21,515
+660
| +3% | +$21.4K | 1.05% | 24 |
|
|
2022
Q2 | $751K | Buy |
20,855
+418
| +2% | +$15.1K | 1.12% | 22 |
|
|
2022
Q1 | $972K | Buy |
20,437
+686
| +3% | +$32.6K | 2.22% | 12 |
|
|
2021
Q4 | $848K | Buy |
19,751
+1,735
| +10% | +$74.5K | 1.03% | 24 |
|
|
2021
Q3 | $677K | Buy |
18,016
+1,202
| +7% | +$45.2K | 2.02% | 11 |
|
|
2021
Q2 | $741K | Buy |
16,814
+3,517
| +26% | +$155K | 0.3% | 57 |
|
|
2021
Q1 | $508K | Buy |
+13,297
| New | +$508K | 0.27% | 71 |
|