Dynamic Advisor Solutions’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $615K | Buy |
6,846
+5
| +0.1% | +$449 | 0.02% | 559 |
|
|
2025
Q1 | $531K | Buy |
+6,841
| New | +$531K | 0.02% | 567 |
|
|
2024
Q4 | – | Sell |
-11,373
| Closed | -$695K | – | 922 |
|
|
2024
Q3 | $695K | Buy |
11,373
+893
| +9% | +$54.5K | 0.02% | 546 |
|
|
2024
Q2 | $549K | Buy |
10,480
+3,680
| +54% | +$193K | 0.02% | 603 |
|
|
2024
Q1 | $320K | Sell |
6,800
-891
| -12% | -$42K | 0.01% | 739 |
|
|
2023
Q4 | $366K | Buy |
7,691
+767
| +11% | +$36.5K | 0.01% | 659 |
|
|
2023
Q3 | $281K | Buy |
6,924
+1,771
| +34% | +$71.8K | 0.01% | 672 |
|
|
2023
Q2 | $223K | Buy |
5,153
+25
| +0.5% | +$1.08K | 0.01% | 711 |
|
|
2023
Q1 | $247K | Buy |
+5,128
| New | +$247K | 0.01% | 646 |
|
|
2022
Q2 | – | Sell |
-4,911
| Closed | -$234K | – | 780 |
|
|
2022
Q1 | $234K | Buy |
4,911
+118
| +2% | +$5.62K | 0.02% | 634 |
|
|
2021
Q4 | $206K | Buy |
+4,793
| New | +$206K | 0.01% | 680 |
|
|
2014
Q3 | – | Sell |
-8,164
| Closed | -$214K | – | 223 |
|
|
2014
Q2 | $214K | Sell |
8,164
-6,361
| -44% | -$167K | 0.13% | 182 |
|
|
2014
Q1 | $330K | Sell |
14,525
-1,269
| -8% | -$28.8K | 0.23% | 145 |
|
|
2013
Q4 | $319K | Buy |
+15,794
| New | +$319K | 0.24% | 143 |
|