Forum Financial Management’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,791
| Closed | -$273K | – | 776 |
|
|
2024
Q1 | $273K | Buy |
+5,791
| New | +$273K | ﹤0.01% | 539 |
|
|
2023
Q4 | – | Sell |
-5,791
| Closed | -$235K | – | 728 |
|
|
2023
Q3 | $235K | Hold |
5,791
| – | – | 0.01% | 521 |
|
|
2023
Q2 | $250K | Sell |
5,791
-40
| -0.7% | -$1.73K | 0.01% | 502 |
|
|
2023
Q1 | $281K | Buy |
5,831
+40
| +0.7% | +$1.93K | 0.01% | 422 |
|
|
2022
Q4 | $226K | Buy |
+5,791
| New | +$226K | 0.01% | 501 |
|
|
2022
Q3 | – | Sell |
-5,786
| Closed | -$208K | – | 604 |
|
|
2022
Q2 | $208K | Buy |
5,786
+35
| +0.6% | +$1.26K | 0.01% | 514 |
|
|
2022
Q1 | $273K | Sell |
5,751
-5
| -0.1% | -$237 | 0.01% | 443 |
|
|
2021
Q4 | $247K | Buy |
+5,756
| New | +$247K | 0.01% | 514 |
|