Laffer Tengler Investments’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 | – | Sell |
-3,073
| Closed | -$239K | – | 170 |
|
|
2025
Q1 | $239K | Buy |
+3,073
| New | +$239K | 0.05% | 121 |
|
|
2024
Q3 | – | Sell |
-2,658
| Closed | -$139K | – | 349 |
|
|
2024
Q2 | $139K | Buy |
2,658
+201
| +8% | +$10.5K | 0.03% | 191 |
|
|
2024
Q1 | $116K | Sell |
2,457
-2,584
| -51% | -$122K | 0.03% | 181 |
|
|
2023
Q4 | $249K | Buy |
5,041
+138
| +3% | +$6.81K | 0.07% | 128 |
|
|
2023
Q3 | $199K | Buy |
4,903
+564
| +13% | +$22.9K | 0.06% | 139 |
|
|
2023
Q2 | $188K | Buy |
4,339
+555
| +15% | +$24K | 0.05% | 206 |
|
|
2023
Q1 | $182K | Buy |
3,784
+701
| +23% | +$33.8K | 0.05% | 204 |
|
|
2022
Q4 | $120K | Buy |
3,083
+876
| +40% | +$34.2K | 0.03% | 239 |
|
|
2022
Q3 | $71.4K | Buy |
2,207
+145
| +7% | +$4.69K | 0.03% | 239 |
|
|
2022
Q2 | $74.3K | Buy |
2,062
+207
| +11% | +$7.46K | 0.03% | 237 |
|
|
2022
Q1 | $88.3K | Sell |
1,855
-272
| -13% | -$12.9K | 0.03% | 261 |
|
|
2021
Q4 | $91.3K | Buy |
2,127
+117
| +6% | +$5.02K | 0.03% | 260 |
|
|
2021
Q3 | $75.5K | Buy |
+2,010
| New | +$75.5K | 0.02% | 308 |
|