Exencial 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 | $364K | Sell |
4,058
-2
| -0% | -$180 | 0.01% | 415 |
|
|
2025
Q1 | $315K | Buy |
4,060
+4
| +0.1% | +$311 | 0.01% | 422 |
|
|
2024
Q4 | $228K | Buy |
4,056
+11
| +0.3% | +$619 | 0.01% | 459 |
|
|
2024
Q3 | $247K | Buy |
4,045
+2
| +0% | +$122 | 0.01% | 448 |
|
|
2024
Q2 | $212K | Buy |
+4,043
| New | +$212K | 0.01% | 460 |
|
|
2020
Q4 | – | Sell |
-4,200
| Closed | -$206K | – | 394 |
|
|
2020
Q3 | $206K | Sell |
4,200
-4,038
| -49% | -$198K | 0.01% | 336 |
|
|
2020
Q2 | $363K | Buy |
+8,238
| New | +$363K | 0.03% | 249 |
|