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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 |
|