Western Pacific Wealth Management’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,732
| Closed | -$106K | – | 269 |
|
|
2024
Q3 | $106K | Buy |
1,732
+212
| +14% | +$12.9K | 0.07% | 116 |
|
|
2024
Q2 | $79.7K | Buy |
1,520
+189
| +14% | +$9.91K | 0.06% | 117 |
|
|
2024
Q1 | $62.7K | Buy |
1,331
+218
| +20% | +$10.3K | 0.05% | 132 |
|
|
2023
Q4 | $54.9K | Buy |
1,113
+359
| +48% | +$17.7K | 0.04% | 139 |
|
|
2023
Q3 | $30.6K | Hold |
754
| – | – | 0.03% | 165 |
|
|
2023
Q2 | $32.6K | Buy |
+754
| New | +$32.6K | 0.02% | 164 |
|