Axxcess Wealth Management’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-44,184
| Closed | -$2.48M | – | 943 |
|
|
2024
Q4 | $2.48M | Sell |
44,184
-302
| -0.7% | -$17K | 0.06% | 236 |
|
|
2024
Q3 | $2.72M | Buy |
44,486
+94
| +0.2% | +$5.74K | 0.07% | 213 |
|
|
2024
Q2 | $2.33M | Sell |
44,392
-1,970
| -4% | -$103K | 0.06% | 228 |
|
|
2024
Q1 | $2.19M | Sell |
46,362
-1,926
| -4% | -$90.8K | 0.06% | 235 |
|
|
2023
Q4 | $2.38M | Sell |
48,288
-1,299
| -3% | -$64.1K | 0.07% | 216 |
|
|
2023
Q3 | $2.01M | Buy |
+49,587
| New | +$2.01M | 0.07% | 209 |
|