Avantax Advisory Services’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 | $633K | Buy |
7,053
+316
| +5% | +$28.4K | ﹤0.01% | 1450 |
|
|
2025
Q1 | $523K | Buy |
6,737
+140
| +2% | +$10.9K | ﹤0.01% | 1477 |
|
|
2024
Q4 | $371K | Buy |
6,597
+137
| +2% | +$7.71K | ﹤0.01% | 1643 |
|
|
2024
Q3 | $395K | Buy |
6,460
+968
| +18% | +$59.1K | ﹤0.01% | 1570 |
|
|
2024
Q2 | $288K | Buy |
+5,492
| New | +$288K | ﹤0.01% | 1727 |
|
|
2023
Q2 | – | Sell |
-4,194
| Closed | -$202K | – | 1579 |
|
|
2023
Q1 | $202K | Sell |
4,194
-2,421
| -37% | -$117K | ﹤0.01% | 1376 |
|
|
2022
Q4 | $259K | Buy |
+6,615
| New | +$259K | ﹤0.01% | 1183 |
|
|
2022
Q3 | – | Sell |
-6,713
| Closed | -$242K | – | 1390 |
|
|
2022
Q2 | $242K | Buy |
6,713
+461
| +7% | +$16.6K | ﹤0.01% | 1117 |
|
|
2022
Q1 | $298K | Buy |
6,252
+1,111
| +22% | +$53K | ﹤0.01% | 1006 |
|
|
2021
Q4 | $221K | Buy |
+5,141
| New | +$221K | ﹤0.01% | 1131 |
|
|
2021
Q3 | – | Sell |
-5,263
| Closed | -$231K | – | 1233 |
|
|
2021
Q2 | $231K | Buy |
+5,263
| New | +$231K | ﹤0.01% | 1011 |
|
|
2020
Q4 | – | Sell |
-27,913
| Closed | -$1.37M | – | 1365 |
|
|
2020
Q3 | $1.37M | Buy |
27,913
+23,365
| +514% | +$1.15M | 0.02% | 440 |
|
|
2020
Q2 | $200K | Buy |
+4,548
| New | +$200K | 0.01% | 791 |
|
|
2020
Q1 | – | Sell |
-7,369
| Closed | -$221K | – | 904 |
|
|
2019
Q4 | $221K | Buy |
+7,369
| New | +$221K | 0.01% | 747 |
|