Asset Dedication LLC’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
$4.4K Hold
49
﹤0.01% 941
2025
Q1
$3.8K Buy
49
+10
+26% +$776 ﹤0.01% 897
2024
Q4
$2.19K Buy
+39
New +$2.19K ﹤0.01% 958
2016
Q1
Sell
-200
Closed -$2K 656
2015
Q4
$2K Buy
+200
New +$2K ﹤0.01% 589