Farther Finance 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 | $418K | Buy |
4,656
+1,686
| +57% | +$151K | 0.01% | 991 |
|
2025
Q1 | $228K | Buy |
2,970
+6
| +0.2% | +$461 | 0.01% | 1174 |
|
2024
Q4 | $167K | Buy |
2,964
+1,139
| +62% | +$64.1K | 0.01% | 1067 |
|
2024
Q3 | $111K | Buy |
1,825
+432
| +31% | +$26.4K | ﹤0.01% | 1256 |
|
2024
Q2 | $72.5K | Buy |
1,393
+96
| +7% | +$5K | ﹤0.01% | 1259 |
|
2024
Q1 | $62K | Sell |
1,297
-57
| -4% | -$2.72K | ﹤0.01% | 1104 |
|
2023
Q4 | $66.8K | Buy |
1,354
+428
| +46% | +$21.1K | ﹤0.01% | 928 |
|
2023
Q3 | $37.6K | Sell |
926
-424
| -31% | -$17.2K | 0.01% | 877 |
|
2023
Q2 | $58.3K | Sell |
1,350
-417
| -24% | -$18K | 0.01% | 621 |
|
2023
Q1 | $85.1K | Buy |
1,767
+50
| +3% | +$2.41K | 0.02% | 448 |
|
2022
Q4 | $67.1K | Buy |
+1,717
| New | +$67.1K | 0.03% | 427 |
|