Creative Financial Designs’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 | $495K | Sell |
5,510
-248
| -4% | -$22.3K | 0.04% | 323 |
|
|
2025
Q1 | $447K | Sell |
5,758
-43
| -0.7% | -$3.34K | 0.04% | 301 |
|
|
2024
Q4 | $326K | Sell |
5,801
-141
| -2% | -$7.93K | 0.03% | 353 |
|
|
2024
Q3 | $363K | Buy |
5,942
+2,321
| +64% | +$142K | 0.03% | 338 |
|
|
2024
Q2 | $190K | Buy |
+3,621
| New | +$190K | 0.02% | 441 |
|
|
2024
Q1 | – | Sell |
-200
| Closed | -$9.87K | – | 1745 |
|
|
2023
Q4 | $9.87K | Buy |
200
+100
| +100% | +$4.93K | ﹤0.01% | 1100 |
|
|
2023
Q3 | $4.06K | Hold |
100
| – | – | ﹤0.01% | 1222 |
|
|
2023
Q2 | $4.32K | Hold |
100
| – | – | ﹤0.01% | 1206 |
|
|
2023
Q1 | $4.82K | Hold |
100
| – | – | ﹤0.01% | 1120 |
|
|
2022
Q4 | $3.91K | Hold |
100
| – | – | ﹤0.01% | 1085 |
|
|
2022
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 1143 |
|
|
2022
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 1067 |
|
|
2022
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 1056 |
|
|
2021
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 1063 |
|