Capstone Wealth Management Group (Oregon)’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
$3.53M Buy
39,256
+1,415
+4% +$127K 2.57% 11
2025
Q1
$2.94M Buy
37,841
+511
+1% +$39.7K 2.35% 12
2024
Q4
$2.1M Buy
+37,330
New +$2.1M 1.59% 18