Asset Dedication LLC’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
Q2
$4.4K Hold
2025
Q1
$3.8K Buy
2024
Q4
$2.19K Buy
2016
Q1
Sell
2015
Q4
$2K Buy