Ballentine Partners’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
$587K Buy
6,536
+1,057
+19% +$94.9K 0.01% 440
2025
Q1
$425K Buy
+5,479
New +$425K 0.01% 497
2024
Q4
Sell
-3,400
Closed -$208K 951
2024
Q3
$208K Buy
+3,400
New +$208K ﹤0.01% 741