Advisornet Financial’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $382K | Sell |
|
|||||
|
2025
Q2 | $328K | Sell |
|
|||||
|
2025
Q1 | $284K | Sell |
|
|||||
|
2024
Q4 | $207K | Hold |
|
|||||
|
2024
Q3 | $225K | Buy |
|
|||||
|
2024
Q2 | $175K | Buy |
|
|||||
|
2024
Q1 | $148K | Buy |
|
|||||
|
2023
Q4 | $136K | Sell |
|
|||||
|
2023
Q3 | $119K | Buy |
|
|||||
|
2023
Q2 | $31.3K | Buy |
|
|||||
|
2023
Q1 | $27.7K | Sell |
|
|||||
|
2022
Q4 | $28.3K | Sell |
|
|||||
|
2022
Q3 | $30K | Sell |
|
|||||
|
2022
Q2 | $67K | Sell |
|
|||||
|
2022
Q1 | $157K | Sell |
|
|||||
|
2021
Q4 | $159K | Sell |
|
|||||
|
2021
Q3 | $147K | Sell |
|
|||||
|
2021
Q2 | $190K | Hold |
|
|||||
|
2021
Q1 | $164K | Buy |
|
|||||
|
2020
Q4 | $142K | Buy |
|
|||||
|
2020
Q3 | $147K | Buy |
|
|||||
|
2020
Q2 | $99K | Sell |
|
|||||
|
2020
Q1 | $77K | Buy |
|
|||||
|
2019
Q4 | $52K | Sell |
|
|||||
|
2019
Q3 | $50K | Buy |
|
|||||
|
2019
Q2 | $34K | Hold |
|
|||||
|
2019
Q1 | $33K | Hold |
|
|||||
|
2018
Q4 | $27K | Sell |
|
|||||
|
2018
Q3 | $46K | Sell |
|
|||||
|
2018
Q2 | $66K | Sell |
|
|||||
|
2018
Q1 | $108K | Sell |
|
|||||
|
2017
Q4 | $137K | Buy |
|