Bell Investment Advisors’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3K | Hold |
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|
2025
Q1 | $10.6K | Buy |
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|
2024
Q4 | $6.64K | Sell |
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|
2024
Q3 | $9.41K | Hold |
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|
2024
Q2 | $8.07K | Buy |
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|
2024
Q1 | $5.99K | Sell |
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|
2023
Q4 | $7.06K | Buy |
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|
2023
Q3 | $5.23K | Hold |
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|
2023
Q2 | $5.58K | Sell |
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|
2023
Q1 | $10.4K | Hold |
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|
2022
Q4 | $8.4K | Sell |
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|
2022
Q3 | $7K | Buy |
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|
2022
Q2 | $6K | Buy |
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|
2021
Q4 | $7K | Buy |
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|
2021
Q3 | $3K | Buy |
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