Astoria Portfolio 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 | $833K | Buy |
8,865
+974
| +12% | +$91.6K | 0.23% | 85 |
|
|
2025
Q1 | $643K | Buy |
7,891
+289
| +4% | +$23.6K | 0.22% | 95 |
|
|
2024
Q4 | $433K | Hold |
7,602
| – | – | 0.15% | 121 |
|
|
2024
Q3 | $462K | Hold |
7,602
| – | – | 0.16% | 102 |
|
|
2024
Q2 | $398K | Hold |
7,602
| – | – | 0.14% | 104 |
|
|
2024
Q1 | $389K | Sell |
7,602
-2,218
| -23% | -$114K | 0.15% | 101 |
|
|
2023
Q4 | $461K | Hold |
9,820
| – | – | 0.19% | 85 |
|
|
2023
Q3 | $420K | Hold |
9,820
| – | – | 0.2% | 97 |
|
|
2023
Q2 | $438K | Buy |
9,820
+55
| +0.6% | +$2.45K | 0.17% | 110 |
|
|
2023
Q1 | $488K | Hold |
9,765
| – | – | 0.21% | 88 |
|
|
2022
Q4 | $442K | Buy |
9,765
+32
| +0.3% | +$1.45K | 0.21% | 90 |
|
|
2022
Q3 | $315K | Sell |
9,733
-1,236
| -11% | -$40K | 0.21% | 106 |
|
|
2022
Q2 | $395K | Buy |
10,969
+64
| +0.6% | +$2.31K | 0.29% | 84 |
|
|
2022
Q1 | $519K | Sell |
10,905
-25
| -0.2% | -$1.19K | 0.41% | 56 |
|
|
2021
Q4 | $469K | Buy |
+10,930
| New | +$469K | 0.37% | 70 |
|