Arkadios Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
22,873
+1,010
| +5% | +$90.7K | 0.06% | 340 |
|
|
2025
Q1 | $1.7M | Buy |
21,863
+248
| +1% | +$19.3K | 0.06% | 324 |
|
|
2024
Q4 | $1.22M | Buy |
21,615
+40
| +0.2% | +$2.25K | 0.07% | 291 |
|
|
2024
Q3 | $1.32M | Buy |
21,575
+210
| +1% | +$12.8K | 0.07% | 257 |
|
|
2024
Q2 | $1.12M | Buy |
21,365
+444
| +2% | +$23.3K | 0.08% | 257 |
|
|
2024
Q1 | $986K | Sell |
20,921
-1,342
| -6% | -$63.2K | 0.08% | 237 |
|
|
2023
Q4 | $1.1M | Sell |
22,263
-538
| -2% | -$26.5K | 0.09% | 205 |
|
|
2023
Q3 | $925K | Sell |
22,801
-158
| -0.7% | -$6.41K | 0.09% | 221 |
|
|
2023
Q2 | $992K | Sell |
22,959
-860
| -4% | -$37.2K | 0.12% | 188 |
|
|
2023
Q1 | $1.15M | Hold |
23,819
| – | – | 0.14% | 169 |
|
|
2022
Q4 | $931K | Sell |
23,819
-2,667
| -10% | -$104K | 0.12% | 179 |
|
|
2022
Q3 | $857K | Sell |
26,486
-304
| -1% | -$9.84K | 0.13% | 181 |
|
|
2022
Q2 | $965K | Buy |
26,790
+242
| +0.9% | +$8.72K | 0.14% | 177 |
|
|
2022
Q1 | $1.26M | Buy |
+26,548
| New | +$1.26M | 0.17% | 150 |
|
|
2021
Q4 | – | Sell |
-433
| Closed | -$16K | – | 1782 |
|
|
2021
Q3 | $16K | Hold |
433
| – | – | ﹤0.01% | 1302 |
|
|
2021
Q2 | $19K | Buy |
433
+157
| +57% | +$6.89K | ﹤0.01% | 1316 |
|
|
2021
Q1 | $10K | Buy |
276
+184
| +200% | +$6.67K | ﹤0.01% | 1208 |
|
|
2020
Q4 | $3K | Buy |
92
+37
| +67% | +$1.21K | ﹤0.01% | 1227 |
|
|
2020
Q3 | $2.75K | Buy |
+55
| New | +$2.75K | ﹤0.01% | 917 |
|