Belpointe Asset Management’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 | $246K | Sell |
2,742
-3,321
| -55% | -$298K | 0.01% | 812 |
|
|
2025
Q1 | $469K | Buy |
+6,063
| New | +$469K | 0.02% | 583 |
|
|
2024
Q4 | – | Sell |
-53
| Closed | -$3.26K | – | 962 |
|
|
2024
Q3 | $3.26K | Buy |
+53
| New | +$3.26K | ﹤0.01% | 882 |
|
|
2023
Q2 | – | Sell |
-2,082
| Closed | -$100K | – | 3383 |
|
|
2023
Q1 | $100K | Hold |
2,082
| – | – | 0.01% | 1305 |
|
|
2022
Q4 | $81.4K | Buy |
+2,082
| New | +$81.4K | ﹤0.01% | 1352 |
|
|
2022
Q2 | – | Sell |
-2,347
| Closed | -$112K | – | 1282 |
|
|
2022
Q1 | $112K | Hold |
2,347
| – | – | 0.01% | 1167 |
|
|
2021
Q4 | $100K | Buy |
+2,347
| New | +$100K | 0.01% | 1195 |
|
|
2021
Q3 | – | Sell |
-2,360
| Closed | -$105K | – | 1246 |
|
|
2021
Q2 | $105K | Buy |
+2,360
| New | +$105K | 0.01% | 1110 |
|
|
2021
Q1 | – | Sell |
-2,681
| Closed | -$111K | – | 1081 |
|
|
2020
Q4 | $111K | Sell |
2,681
-13
| -0.5% | -$538 | 0.01% | 921 |
|
|
2020
Q3 | $132K | Sell |
2,694
-2,274
| -46% | -$111K | 0.01% | 682 |
|
|
2020
Q2 | $219K | Buy |
+4,968
| New | +$219K | 0.03% | 503 |
|
|
2020
Q1 | – | Sell |
-3,916
| Closed | -$117K | – | 802 |
|
|
2019
Q4 | $117K | Sell |
3,916
-675
| -15% | -$20.2K | 0.01% | 723 |
|
|
2019
Q3 | $120K | Sell |
4,591
-2,889
| -39% | -$75.5K | 0.02% | 613 |
|
|
2019
Q2 | $181K | Sell |
7,480
-1,090
| -13% | -$26.4K | 0.04% | 435 |
|
|
2019
Q1 | $204K | Buy |
+8,570
| New | +$204K | 0.04% | 303 |
|