Mark Sheptoff Financial Planning’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	$8.98K	Hold	100	–	–	﹤0.01%	350
2025 Q1	$7.76K	Sell	100 -2,200	-96%	-$171K	﹤0.01%	340
2024 Q4	$129K	Buy	2,300 +1,200	+109%	+$67.5K	0.07%	109
2024 Q3	$67.2K	Buy	1,100 +600	+120%	+$36.6K	0.04%	152
2024 Q2	$26.2K	Hold	500	–	–	0.01%	234
2024 Q1	$23.6K	Hold	500	–	–	0.01%	224
2023 Q4	$24.7K	Hold	500	–	–	0.01%	212
2023 Q3	$20.3K	Hold	500	–	–	0.01%	210
2023 Q2	$21.6K	Hold	500	–	–	0.01%	219
2023 Q1	$24.1K	Hold	500	–	–	0.01%	206
2022 Q4	$19.5K	Hold	500	–	–	0.01%	219
2022 Q3	$16K	Hold	500	–	–	0.01%	225
2022 Q2	$18K	Sell	500 -250	-33%	-$9K	0.01%	228
2022 Q1	$36K	Hold	750	–	–	0.02%	197
2021 Q4	$32K	Hold	750	–	–	0.02%	216
2021 Q3	$28K	Hold	750	–	–	0.02%	217
2021 Q2	$33K	Buy	750 +250	+50%	+$11K	0.02%	229
2021 Q1	$19K	Hold	500	–	–	0.01%	238
2020 Q4	$21K	Hold	500	–	–	0.01%	216
2020 Q3	$25K	Hold	500	–	–	0.02%	181
2020 Q2	$22K	Hold	500	–	–	0.01%	194
2020 Q1	$14K	Hold	500	–	–	0.01%	206
2019 Q4	$15K	Hold	500	–	–	0.01%	249
2019 Q3	$13K	Hold	500	–	–	0.01%	254
2019 Q2	$12K	Hold	500	–	–	0.01%	256
2019 Q1	$12K	Hold	500	–	–	0.01%	260
2018 Q4	$10K	Hold	500	–	–	0.01%	245
2018 Q3	$9K	Hold	500	–	–	0.01%	300
2018 Q2	$11K	Hold	500	–	–	0.01%	272
2018 Q1	$10K	Hold	500	–	–	0.01%	290
2017 Q4	$11K	Hold	500	–	–	0.01%	274
2017 Q3	$10K	Hold	500	–	–	0.01%	287
2017 Q2	$10K	Sell	500 -1	-0.2%	-$20	0.01%	277
2017 Q1	$10K	Buy	501 +1	+0.2%	+$20	0.01%	280
2016 Q4	$10K	Buy	+500	New	+$10K	0.01%	270