Ridgewood 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 | $26.9K | Hold |
300
| – | – | 0.01% | 406 |
|
2025
Q1 | $23.3K | Sell |
300
-300
| -50% | -$23.3K | 0.01% | 408 |
|
2024
Q4 | $33.7K | Hold |
600
| – | – | 0.02% | 369 |
|
2024
Q3 | $36.6K | Hold |
600
| – | – | 0.02% | 357 |
|
2024
Q2 | $31.5K | Buy |
+600
| New | +$31.5K | 0.02% | 388 |
|
2023
Q3 | – | Sell |
-455
| Closed | -$19.7K | – | 782 |
|
2023
Q2 | $19.7K | Hold |
455
| – | – | 0.01% | 446 |
|
2023
Q1 | $21.9K | Buy |
+455
| New | +$21.9K | 0.01% | 449 |
|