Avior Wealth Management’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
Q1 | – | Sell |
-614
| Closed | -$34.5K | – | 2349 |
|
|
2024
Q4 | $34.5K | Sell |
614
-45
| -7% | -$2.53K | ﹤0.01% | 1267 |
|
|
2024
Q3 | $40.3K | Buy |
659
+50
| +8% | +$3.05K | ﹤0.01% | 1198 |
|
|
2024
Q2 | $31.9K | Buy |
609
+45
| +8% | +$2.36K | ﹤0.01% | 1239 |
|
|
2024
Q1 | $26.6K | Buy |
564
+109
| +24% | +$5.14K | ﹤0.01% | 1485 |
|
|
2023
Q4 | $22.5K | Buy |
455
+15
| +3% | +$741 | ﹤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% | -$17K | ﹤0.01% | 935 |
|
|
2022
Q4 | $31K | Buy |
792
+280
| +55% | +$10.9K | ﹤0.01% | 695 |
|
|
2022
Q3 | $16K | Buy |
512
+160
| +45% | +$5K | ﹤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 | +$17K | ﹤0.01% | 626 |
|