Great Valley Advisor Group’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 | $333K | Buy |
3,714
+45
| +1% | +$4.04K | 0.01% | 719 |
|
|
2025
Q1 | $285K | Sell |
3,669
-493
| -12% | -$38.3K | 0.01% | 742 |
|
|
2024
Q4 | $234K | Buy |
4,162
+59
| +1% | +$3.31K | 0.01% | 768 |
|
|
2024
Q3 | $251K | Buy |
4,103
+219
| +6% | +$13.4K | 0.01% | 740 |
|
|
2024
Q2 | $204K | Buy |
+3,884
| New | +$204K | 0.01% | 746 |
|
|
2023
Q2 | – | Sell |
-6,868
| Closed | -$331K | – | 744 |
|
|
2023
Q1 | $331K | Buy |
6,868
+714
| +12% | +$34.4K | 0.02% | 516 |
|
|
2022
Q4 | $240K | Sell |
6,154
-186
| -3% | -$7.27K | 0.01% | 611 |
|
|
2022
Q3 | $205K | Sell |
6,340
-9,152
| -59% | -$296K | 0.01% | 628 |
|
|
2022
Q2 | $558K | Buy |
15,492
+981
| +7% | +$35.3K | 0.03% | 407 |
|
|
2022
Q1 | $686K | Buy |
+14,511
| New | +$686K | 0.04% | 339 |
|