FPAS
Focus Partners 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 | $1.92M | Sell |
21,378
-515
| -2% | -$46.2K | 0.03% | 278 |
|
2025
Q1 | $1.7M | Buy |
21,893
+9,354
| +75% | +$726K | 0.03% | 281 |
|
2024
Q4 | $705K | Buy |
12,539
+119
| +1% | +$6.69K | 0.01% | 399 |
|
2024
Q3 | $759K | Sell |
12,420
-2,285
| -16% | -$140K | 0.02% | 350 |
|
2024
Q2 | $771K | Buy |
14,705
+102
| +0.7% | +$5.35K | 0.02% | 284 |
|
2024
Q1 | $688K | Buy |
+14,603
| New | +$688K | 0.02% | 301 |
|
2023
Q2 | – | Sell |
-4,624
| Closed | -$223K | – | 407 |
|
2023
Q1 | $223K | Sell |
4,624
-4,402
| -49% | -$212K | 0.01% | 317 |
|
2022
Q4 | $353K | Sell |
9,026
-2,042
| -18% | -$79.8K | 0.03% | 236 |
|
2022
Q3 | $358K | Buy |
11,068
+589
| +6% | +$19.1K | 0.02% | 271 |
|
2022
Q2 | $378K | Buy |
10,479
+1,896
| +22% | +$68.4K | 0.03% | 226 |
|
2022
Q1 | $409K | Buy |
+8,583
| New | +$409K | 0.04% | 199 |
|