Aviso Financial’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 | $7.49M | Buy |
83,307
+2,322
| +3% | +$209K | 0.34% | 44 |
|
|
2025
Q1 | $6.29M | Sell |
80,985
-7,964
| -9% | -$618K | 0.31% | 49 |
|
|
2024
Q4 | $5.01M | Sell |
88,949
-3,108
| -3% | -$175K | 0.25% | 57 |
|
|
2024
Q3 | $5.62M | Buy |
92,057
+4,796
| +5% | +$293K | 0.28% | 52 |
|
|
2024
Q2 | $4.55M | Buy |
+87,261
| New | +$4.55M | 0.25% | 55 |
|