WR Wealth Planners’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 | $517K | Sell |
9,191
-884
| -9% | -$49.7K | 0.17% | 94 |
|
|
2024
Q3 | $615K | Sell |
10,075
-1,000
| -9% | -$61.1K | 0.17% | 94 |
|
|
2024
Q2 | $581K | Sell |
11,075
-720
| -6% | -$37.7K | 0.18% | 88 |
|
|
2024
Q1 | $556K | Sell |
11,795
-900
| -7% | -$42.4K | 0.17% | 87 |
|
|
2023
Q4 | $626K | Hold |
12,695
| – | – | 0.23% | 75 |
|
|
2023
Q3 | $515K | Hold |
12,695
| – | – | 0.2% | 85 |
|
|
2023
Q2 | $549K | Sell |
12,695
-400
| -3% | -$17.3K | 0.21% | 74 |
|
|
2023
Q1 | $631K | Buy |
13,095
+12,299
| +1,545% | +$592K | 0.27% | 59 |
|
|
2022
Q4 | $31.1K | Hold |
796
| – | – | 0.02% | 198 |
|
|
2022
Q3 | $25.8K | Hold |
796
| – | – | 0.02% | 197 |
|
|
2022
Q2 | $28.7K | Hold |
796
| – | – | 0.02% | 205 |
|
|
2022
Q1 | $37.9K | Buy |
+796
| New | +$37.9K | 0.02% | 187 |
|