AA
Aire Advisors’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Sell |
3,750
-1,500
| -29% | -$135K | 0.07% | 128 |
|
|
2025
Q1 | $408K | Sell |
5,250
-2,000
| -28% | -$155K | 0.09% | 107 |
|
|
2024
Q4 | $408K | Hold |
7,250
| – | – | 0.08% | 117 |
|
|
2024
Q3 | $443K | Sell |
7,250
-867
| -11% | -$53K | 0.1% | 102 |
|
|
2024
Q2 | $425K | Sell |
8,117
-2,000
| -20% | -$105K | 0.1% | 101 |
|
|
2024
Q1 | $477K | Buy |
10,117
+117
| +1% | +$5.51K | 0.11% | 96 |
|
|
2023
Q4 | $493K | Sell |
10,000
-1,000
| -9% | -$49.3K | 0.12% | 92 |
|
|
2023
Q3 | $446K | Hold |
11,000
| – | – | 0.12% | 88 |
|
|
2023
Q2 | $475K | Hold |
11,000
| – | – | 0.13% | 85 |
|
|
2023
Q1 | $530K | Hold |
11,000
| – | – | 0.15% | 80 |
|
|
2022
Q4 | $430K | Sell |
11,000
-153
| -1% | -$5.98K | 0.13% | 87 |
|
|
2022
Q3 | $361K | Buy |
11,153
+1,153
| +12% | +$37.3K | 0.12% | 92 |
|
|
2022
Q2 | $360K | Hold |
10,000
| – | – | 0.13% | 94 |
|
|
2022
Q1 | $476K | Sell |
10,000
-2,000
| -17% | -$95.2K | 0.17% | 77 |
|
|
2021
Q4 | $515K | Buy |
+12,000
| New | +$515K | 0.22% | 55 |
|