Bell Investment 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 | $12.3K | Hold |
137
| – | – | ﹤0.01% | 600 |
|
|
2025
Q1 | $10.6K | Buy |
137
+19
| +16% | +$1.48K | ﹤0.01% | 578 |
|
|
2024
Q4 | $6.64K | Sell |
118
-36
| -23% | -$2.03K | ﹤0.01% | 783 |
|
|
2024
Q3 | $9.41K | Hold |
154
| – | – | ﹤0.01% | 649 |
|
|
2024
Q2 | $8.07K | Buy |
154
+27
| +21% | +$1.42K | ﹤0.01% | 689 |
|
|
2024
Q1 | $5.99K | Sell |
127
-16
| -11% | -$754 | ﹤0.01% | 829 |
|
|
2023
Q4 | $7.06K | Buy |
143
+14
| +11% | +$691 | ﹤0.01% | 704 |
|
|
2023
Q3 | $5.23K | Hold |
129
| – | – | ﹤0.01% | 782 |
|
|
2023
Q2 | $5.58K | Sell |
129
-86
| -40% | -$3.72K | ﹤0.01% | 765 |
|
|
2023
Q1 | $10.4K | Hold |
215
| – | – | ﹤0.01% | 468 |
|
|
2022
Q4 | $8.4K | Sell |
215
-16
| -7% | -$625 | ﹤0.01% | 555 |
|
|
2022
Q3 | $7K | Buy |
231
+72
| +45% | +$2.18K | ﹤0.01% | 559 |
|
|
2022
Q2 | $6K | Buy |
+159
| New | +$6K | ﹤0.01% | 660 |
|
|
2021
Q4 | $7K | Buy |
159
+68
| +75% | +$2.99K | ﹤0.01% | 642 |
|
|
2021
Q3 | $3K | Buy |
+91
| New | +$3K | ﹤0.01% | 988 |
|