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 |
|