GoalVest Advisory’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 | $1.25M | Hold |
13,950
| – | – | 0.31% | 60 |
|
|
2025
Q1 | $1.08M | Buy |
13,950
+1,500
| +12% | +$116K | 0.3% | 67 |
|
|
2024
Q4 | $700K | Hold |
12,450
| – | – | 0.19% | 79 |
|
|
2024
Q3 | $760K | Hold |
12,450
| – | – | 0.22% | 73 |
|
|
2024
Q2 | $653K | Buy |
12,450
+300
| +2% | +$15.7K | 0.21% | 72 |
|
|
2024
Q1 | $573K | Buy |
+12,150
| New | +$573K | 0.19% | 72 |
|