EverSource Wealth Advisors’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 | $273K | Buy |
3,043
+2,355
| +342% | +$212K | 0.01% | 715 |
|
|
2025
Q1 | $53.4K | Buy |
688
+364
| +112% | +$28.3K | ﹤0.01% | 1204 |
|
|
2024
Q4 | $18.2K | Buy |
324
+50
| +18% | +$2.82K | ﹤0.01% | 1680 |
|
|
2024
Q3 | $16.8K | Buy |
274
+13
| +5% | +$795 | ﹤0.01% | 1584 |
|
|
2024
Q2 | $15.6K | Buy |
261
+15
| +6% | +$897 | ﹤0.01% | 1624 |
|
|
2024
Q1 | $12.8K | Sell |
246
-31
| -11% | -$1.62K | ﹤0.01% | 1574 |
|
|
2023
Q4 | $13.7K | Sell |
277
-95
| -26% | -$4.69K | ﹤0.01% | 1417 |
|
|
2023
Q3 | $15.1K | Buy |
372
+44
| +13% | +$1.78K | ﹤0.01% | 1239 |
|
|
2023
Q2 | $14.2K | Buy |
328
+122
| +59% | +$5.27K | ﹤0.01% | 1294 |
|
|
2023
Q1 | $9.92K | Buy |
206
+82
| +66% | +$3.95K | ﹤0.01% | 1359 |
|
|
2022
Q4 | $4.85K | Buy |
124
+87
| +235% | +$3.4K | ﹤0.01% | 1620 |
|
|
2022
Q3 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 1925 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1906 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 1869 |
|