Atlas Wealth Partners’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
$1.98M Sell
22,046
-100
-0.5% -$8.98K 2.29% 9
2025
Q1
$1.72M Buy
22,146
+55
+0.2% +$4.27K 2.12% 9
2024
Q4
$1.24M Buy
22,091
+75
+0.3% +$4.22K 1.57% 11
2024
Q3
$1.35M Buy
+22,016
New +$1.35M 2.05% 10
2023
Q3
Sell
-22,291
Closed -$985K 40
2023
Q2
$985K Buy
+22,291
New +$985K 2.83% 10