WR Wealth Planners’s Pan American Silver PAAS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$66.7K Hold
3,300
0.02% 287
2024
Q3
$68.9K Sell
3,300
-300
-8% -$6.33K 0.02% 297
2024
Q2
$71.6K Hold
3,600
0.02% 289
2024
Q1
$54.3K Buy
+3,600
New +$49.7K 0.02% 320
2023
Q4
Sell
-4,600
Closed -$66.6K 644
2023
Q3
$66.6K Hold
4,600
0.03% 290
2023
Q2
$67.1K Sell
4,600
-200
-4% -$3.3K 0.03% 283
2023
Q1
$87.4K Buy
+4,800
New +$82.5K 0.04% 252

Other funds holding PAAS

WR Wealth Planners's PAAS Position: Q4 2024 in Review

WR Wealth Planners held its Pan American Silver (PAAS) position steady in Q4 2024 at 3,300 shares worth $66.7K. The position accounts for 0.02% of the portfolio, ranked #287.

WR Wealth Planners first reported a position in PAAS in Q1 2023 and has held it in 7 quarters since. The position peaked at $87.4K in Q1 2023. 371 funds tracked by Wall St. Rank hold PAAS as of Q4 2024.

  • WR Wealth Planners held 3,300 shares of Pan American Silver worth $66.7K as of Q4 2024.
  • WR Wealth Planners left its Pan American Silver share count unchanged in Q4 2024.
  • Pan American Silver made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #287 holding.
  • WR Wealth Planners first reported a position in Pan American Silver in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Pan American Silver position peaked at $87.4K in Q1 2023.
  • 371 funds tracked by Wall St. Rank held Pan American Silver as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.