Atria Wealth Solutions’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 | $460K | Sell |
5,127
-4,086
| -44% | -$367K | 0.01% | 957 |
|
|
2025
Q1 | $715K | Sell |
9,213
-250
| -3% | -$19.4K | 0.01% | 1013 |
|
|
2024
Q4 | $532K | Sell |
9,463
-3,844
| -29% | -$216K | 0.01% | 1232 |
|
|
2024
Q3 | $813K | Sell |
13,307
-4,727
| -26% | -$289K | 0.01% | 994 |
|
|
2024
Q2 | $945K | Buy |
+18,034
| New | +$945K | 0.01% | 912 |
|
|
2022
Q3 | – | Sell |
-5,655
| Closed | -$204K | – | 1829 |
|
|
2022
Q2 | $204K | Sell |
5,655
-402
| -7% | -$14.5K | ﹤0.01% | 1427 |
|
|
2022
Q1 | $289K | Buy |
+6,057
| New | +$289K | ﹤0.01% | 1337 |
|