Exencial Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

Exencial Wealth Advisors’s Portfolio WPM Stock Details WPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$455K	Buy
2025 Q2	$364K	Sell
2025 Q1	$315K	Buy
2024 Q4	$228K	Buy
2024 Q3	$247K	Buy
2024 Q2	$212K	Buy
2020 Q4	–	Sell
2020 Q3	$206K	Sell
2020 Q2	$363K	Buy