Focus Partners Wealth’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
$1.07M Buy
11,943
+720
+6% +$64.7K ﹤0.01% 1105
2025
Q1
$871K Buy
11,223
+871
+8% +$67.6K ﹤0.01% 1104
2024
Q4
$582K Buy
10,352
+2,845
+38% +$160K ﹤0.01% 1251
2024
Q3
$459K Buy
+7,507
New +$459K ﹤0.01% 1163