Corient Private Wealth’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
Q3 | $1.8M | Buy |
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|
2025
Q2 | $1.39M | Buy |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $512K | Sell |
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|
2024
Q3 | $729K | Buy |
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|
2024
Q2 | $458K | Sell |
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|
2024
Q1 | $431K | Buy |
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|
2023
Q4 | $409K | Sell |
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|
2023
Q3 | $408K | Buy |
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|
2023
Q2 | $335K | Buy |
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|
2023
Q1 | $358K | Buy |
|