Avior Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-614	Closed	-$34.5K	–	2349
2024 Q4	$34.5K	Sell	614 -45	-7%	-$2.79K	﹤0.01%	1267
2024 Q3	$40.3K	Buy	659 +50	+8%	+$2.97K	﹤0.01%	1198
2024 Q2	$31.9K	Buy	609 +45	+8%	+$2.41K	﹤0.01%	1239
2024 Q1	$26.6K	Buy	564 +109	+24%	+$4.92K	﹤0.01%	1485
2023 Q4	$22.5K	Buy	455 +15	+3%	+$679	﹤0.01%	867
2023 Q3	$17.8K	Hold	440	–	–	﹤0.01%	960
2023 Q2	$19K	Hold	440	–	–	﹤0.01%	936
2023 Q1	$21.2K	Sell	440 -352	-44%	-$15.4K	﹤0.01%	935
2022 Q4	$31K	Buy	792 +280	+55%	+$10.1K	﹤0.01%	695
2022 Q3	$16K	Buy	512 +160	+45%	+$5.25K	﹤0.01%	780
2022 Q2	$12K	Hold	352	–	–	﹤0.01%	751
2022 Q1	$16K	Hold	352	–	–	﹤0.01%	757
2021 Q4	$15K	Hold	352	–	–	﹤0.01%	758
2021 Q3	$13K	Hold	352	–	–	﹤0.01%	737
2021 Q2	$15K	Hold	352	–	–	﹤0.01%	692
2021 Q1	$13K	Hold	352	–	–	﹤0.01%	726
2020 Q4	$14K	Hold	352	–	–	﹤0.01%	668
2020 Q3	$17K	Buy	+352	New	+$17.9K	﹤0.01%	626