TWPM
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Total Wealth Planning & Management’s Wheaton Precious Metals WPM Stock Holding History

Total Wealth Planning & Management’s Portfolio WPM Stock Details WPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$383K Sell
4,265
-20
-0.5% -$1.8K 0.31% 115
2025
Q1 		$333K Sell
4,285
-50
-1% -$3.88K 0.32% 107
2024
Q4 		$244K Buy
+4,335
New +$244K 0.22% 138