Bay Colony Advisors’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 | $338K | Sell |
3,760
-93
| -2% | -$8.35K | 0.05% | 320 |
|
|
2025
Q1 | $296K | Sell |
3,853
-1,234
| -24% | -$94.8K | 0.05% | 339 |
|
|
2024
Q4 | $286K | Buy |
5,087
+480
| +10% | +$27K | 0.04% | 343 |
|
|
2024
Q3 | $281K | Buy |
4,607
+217
| +5% | +$13.3K | 0.04% | 336 |
|
|
2024
Q2 | $230K | Buy |
+4,390
| New | +$230K | 0.04% | 359 |
|
|
2020
Q1 | – | Sell |
-18,100
| Closed | -$528K | – | 255 |
|
|
2019
Q4 | $528K | Sell |
18,100
-2,100
| -10% | -$61.3K | 0.34% | 99 |
|
|
2019
Q3 | $530K | Buy |
+20,200
| New | +$530K | 0.36% | 100 |
|