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Addison Advisors’s Wheaton Precious Metals WPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.56K Buy
73
+13
+22% +$1.17K ﹤0.01% 676
2025
Q1
$4.66K Buy
60
+25
+71% +$1.94K ﹤0.01% 681
2024
Q4
$1.97K Sell
35
-9
-20% -$506 ﹤0.01% 750
2024
Q3
$2.69K Buy
+44
New +$2.69K ﹤0.01% 717
2024
Q1
Sell
-149
Closed -$7.35K 746
2023
Q4
$7.35K Buy
+149
New +$7.35K ﹤0.01% 546