Arkadios Wealth Advisors’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 | $2.57M | Buy |
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|
2025
Q2 | $2.05M | Buy |
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|
2025
Q1 | $1.7M | Buy |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $986K | Sell |
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|
2023
Q4 | $1.1M | Sell |
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|
2023
Q3 | $925K | Sell |
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|
2023
Q2 | $992K | Sell |
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|
2023
Q1 | $1.15M | Hold |
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|
2022
Q4 | $931K | Sell |
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|
2022
Q3 | $857K | Sell |
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|
2022
Q2 | $965K | Buy |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $16K | Hold |
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|
2021
Q2 | $19K | Buy |
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|
2021
Q1 | $10K | Buy |
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|
2020
Q4 | $3K | Buy |
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|
2020
Q3 | $2.75K | Buy |
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