Toth Financial Advisory’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 | $3.59K | Hold |
40
| – | – | ﹤0.01% | 577 |
|
|
2025
Q1 | $3.11K | Hold |
40
| – | – | ﹤0.01% | 549 |
|
|
2024
Q4 | $2.25K | Hold |
40
| – | – | ﹤0.01% | 567 |
|
|
2024
Q3 | $2.44K | Hold |
40
| – | – | ﹤0.01% | 575 |
|
|
2024
Q2 | $2.1K | Hold |
40
| – | – | ﹤0.01% | 600 |
|
|
2024
Q1 | $1.89K | Hold |
40
| – | – | ﹤0.01% | 608 |
|
|
2023
Q4 | $1.97K | Hold |
40
| – | – | ﹤0.01% | 617 |
|
|
2023
Q3 | $1.62K | Hold |
40
| – | – | ﹤0.01% | 646 |
|
|
2023
Q2 | $1.73K | Hold |
40
| – | – | ﹤0.01% | 649 |
|
|
2023
Q1 | $1.93K | Hold |
40
| – | – | ﹤0.01% | 652 |
|
|
2022
Q4 | $1.56K | Hold |
40
| – | – | ﹤0.01% | 611 |
|
|
2022
Q3 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 717 |
|
|
2022
Q2 | – | Sell |
-349
| Closed | -$17K | – | 775 |
|
|
2022
Q1 | $17K | Hold |
349
| – | – | ﹤0.01% | 405 |
|
|
2021
Q4 | $15K | Sell |
349
-100
| -22% | -$4.3K | ﹤0.01% | 438 |
|
|
2021
Q3 | $17K | Hold |
449
| – | – | ﹤0.01% | 422 |
|
|
2021
Q2 | $20K | Hold |
449
| – | – | ﹤0.01% | 374 |
|
|
2021
Q1 | $17K | Hold |
449
| – | – | ﹤0.01% | 402 |
|
|
2020
Q4 | $19K | Hold |
449
| – | – | ﹤0.01% | 348 |
|
|
2020
Q3 | $22K | Buy |
449
+349
| +349% | +$17.1K | ﹤0.01% | 305 |
|
|
2020
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 425 |
|
|
2020
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 362 |
|
|
2019
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 389 |
|
|
2019
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 378 |
|
|
2019
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 418 |
|
|
2019
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 396 |
|
|
2018
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 374 |
|