Dakota Wealth Management’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 | $1.71M | Buy |
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|
2025
Q2 | $1.33M | Sell |
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|
2025
Q1 | $1.17M | Hold |
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|
2024
Q4 | $847K | Sell |
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|
2024
Q3 | $945K | Buy |
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|
2024
Q2 | $804K | Buy |
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|
2024
Q1 | $723K | Sell |
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|
2023
Q4 | $775K | Buy |
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|
2023
Q3 | $622K | Sell |
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|
2023
Q2 | $678K | Sell |
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|
2023
Q1 | $790K | Sell |
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|
2022
Q4 | $1.73M | Buy |
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|
2022
Q3 | $1.42M | Buy |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $857K | Sell |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $953K | Buy |
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|
2021
Q2 | $521K | Buy |
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