Beacon Pointe Advisors’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.65M | Sell |
85,208
-3,056
| -3% | -$274K | 0.08% | 219 |
|
|
2025
Q1 | $6.85M | Sell |
88,264
-2,248
| -2% | -$175K | 0.08% | 233 |
|
|
2024
Q4 | $5.09M | Sell |
90,512
-2,153
| -2% | -$121K | 0.06% | 281 |
|
|
2024
Q3 | $5.66M | Sell |
92,665
-2,299
| -2% | -$140K | 0.07% | 264 |
|
|
2024
Q2 | $4.98M | Sell |
94,964
-6,561
| -6% | -$344K | 0.06% | 277 |
|
|
2024
Q1 | $4.78M | Sell |
101,525
-2,780
| -3% | -$131K | 0.05% | 295 |
|
|
2023
Q4 | $5.15M | Buy |
104,305
+38,798
| +59% | +$1.91M | 0.06% | 279 |
|
|
2023
Q3 | $2.66M | Buy |
65,507
+57,341
| +702% | +$2.33M | 0.03% | 403 |
|
|
2023
Q2 | $353K | Sell |
8,166
-56,966
| -87% | -$2.46M | 0.01% | 821 |
|
|
2023
Q1 | $3.14M | Buy |
65,132
+60,012
| +1,172% | +$2.89M | 0.05% | 297 |
|
|
2022
Q4 | $200K | Buy |
+5,120
| New | +$200K | ﹤0.01% | 999 |
|