Creative Financial Designs’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 | $713K | Buy |
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|
2025
Q2 | $495K | Sell |
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|
2025
Q1 | $447K | Sell |
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|
2024
Q4 | $326K | Sell |
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|
2024
Q3 | $363K | Buy |
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|
2024
Q2 | $190K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $9.87K | Buy |
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|
2023
Q3 | $4.05K | Hold |
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|
2023
Q2 | $4.32K | Hold |
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|
2023
Q1 | $4.82K | Hold |
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|
2022
Q4 | $3.91K | Hold |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $4K | Buy |
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