Kerntke Otto McGlone Wealth Management Group’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
Q2 | $2.6M | Buy |
|
|||||
|
2025
Q1 | $2.25M | Sell |
|
|||||
|
2024
Q4 | $1.73M | Buy |
|
|||||
|
2024
Q3 | $1.87M | Sell |
|
|||||
|
2024
Q2 | $1.62M | Buy |
|
|||||
|
2024
Q1 | $1.43M | Sell |
|
|||||
|
2023
Q4 | $1.5M | Buy |
|
|||||
|
2023
Q3 | $1.16M | Buy |
|
|||||
|
2023
Q2 | $1.01M | Buy |
|
|||||
|
2023
Q1 | $1.05M | Sell |
|
|||||
|
2022
Q4 | $853K | Buy |
|
|||||
|
2022
Q3 | $696K | Buy |
|
|||||
|
2022
Q2 | $751K | Buy |
|
|||||
|
2022
Q1 | $972K | Buy |
|
|||||
|
2021
Q4 | $848K | Buy |
|
|||||
|
2021
Q3 | $677K | Buy |
|
|||||
|
2021
Q2 | $741K | Buy |
|
|||||
|
2021
Q1 | $508K | Buy |
|