Dynamic Advisor Solutions’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 | $758K | Sell |
|
|||||
|
2025
Q2 | $615K | Buy |
|
|||||
|
2025
Q1 | $531K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $695K | Buy |
|
|||||
|
2024
Q2 | $549K | Buy |
|
|||||
|
2024
Q1 | $320K | Sell |
|
|||||
|
2023
Q4 | $366K | Buy |
|
|||||
|
2023
Q3 | $281K | Buy |
|
|||||
|
2023
Q2 | $223K | Buy |
|
|||||
|
2023
Q1 | $247K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $234K | Buy |
|
|||||
|
2021
Q4 | $206K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $214K | Sell |
|
|||||
|
2014
Q1 | $330K | Sell |
|
|||||
|
2013
Q4 | $319K | Buy |
|