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

Total Wealth Planning & Management’s Portfolio WPM Stock Details WPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$383K	Sell
2025 Q1	$333K	Sell
2024 Q4	$244K	Buy