Larson Financial Group’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 | $418K | Buy |
4,651
+3,121
| +204% | +$280K | 0.02% | 478 |
|
|
2025
Q1 | $119K | Hold |
1,530
| – | – | 0.01% | 752 |
|
|
2024
Q4 | $86.1K | Hold |
1,530
| – | – | ﹤0.01% | 754 |
|
|
2024
Q3 | $93.5K | Hold |
1,530
| – | – | 0.01% | 737 |
|
|
2024
Q2 | $80.2K | Buy |
1,530
+16
| +1% | +$839 | 0.01% | 699 |
|
|
2024
Q1 | $71.4K | Hold |
1,514
| – | – | 0.01% | 609 |
|
|
2023
Q4 | $74.7K | Hold |
1,514
| – | – | 0.01% | 546 |
|
|
2023
Q3 | $61.4K | Hold |
1,514
| – | – | 0.01% | 557 |
|
|
2023
Q2 | $65.4K | Hold |
1,514
| – | – | 0.01% | 498 |
|
|
2023
Q1 | $72.9K | Hold |
1,514
| – | – | 0.01% | 474 |
|
|
2022
Q4 | $59.2K | Hold |
1,514
| – | – | 0.01% | 491 |
|
|
2022
Q3 | $49K | Hold |
1,514
| – | – | 0.01% | 471 |
|
|
2022
Q2 | $55K | Hold |
1,514
| – | – | 0.01% | 352 |
|
|
2022
Q1 | $72K | Hold |
1,514
| – | – | 0.01% | 319 |
|
|
2021
Q4 | $65K | Hold |
1,514
| – | – | 0.01% | 337 |
|
|
2021
Q3 | $57K | Hold |
1,514
| – | – | 0.01% | 275 |
|
|
2021
Q2 | $67K | Hold |
1,514
| – | – | 0.02% | 231 |
|
|
2021
Q1 | $58K | Hold |
1,514
| – | – | 0.02% | 229 |
|
|
2020
Q4 | $63K | Hold |
1,514
| – | – | 0.02% | 190 |
|
|
2020
Q3 | $74K | Sell |
1,514
-2
| -0.1% | -$98 | 0.03% | 154 |
|
|
2020
Q2 | $67K | Buy |
+1,516
| New | +$67K | 0.03% | 166 |
|
|
2020
Q1 | – | Sell |
-47
| Closed | -$1K | – | 669 |
|
|
2019
Q4 | $1K | Hold |
47
| – | – | ﹤0.01% | 554 |
|
|
2019
Q3 | $1K | Sell |
47
-1
| -2% | -$21 | ﹤0.01% | 524 |
|
|
2019
Q2 | $1K | Hold |
48
| – | – | ﹤0.01% | 474 |
|
|
2019
Q1 | $1K | Hold |
48
| – | – | ﹤0.01% | 468 |
|
|
2018
Q4 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 449 |
|