TWM
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TCFG Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.36M Sell
26,256
-400
-2% -$35.9K 1.07% 14
2025
Q1
$2.07M Hold
26,656
1.04% 17
2024
Q4
$1.5M Buy
26,656
+155
+0.6% +$8.72K 0.75% 27
2024
Q3
$1.62M Buy
+26,501
New +$1.62M 0.81% 24