Harvest Investment Services’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 | $276K | Buy |
3,077
+137
| +5% | +$12.3K | 0.06% | 260 |
|
|
2025
Q1 | $228K | Buy |
+2,940
| New | +$228K | 0.06% | 236 |
|
|
2023
Q3 | – | Sell |
-4,787
| Closed | -$207K | – | 202 |
|
|
2023
Q2 | $207K | Hold |
4,787
| – | – | 0.12% | 154 |
|
|
2023
Q1 | $231K | Buy |
+4,787
| New | +$231K | 0.18% | 115 |
|
|
2020
Q3 | – | Sell |
-5,257
| Closed | -$231K | – | 246 |
|
|
2020
Q2 | $231K | Buy |
+5,257
| New | +$231K | 0.14% | 171 |
|
|
2020
Q1 | – | Sell |
-10,385
| Closed | -$308K | – | 171 |
|
|
2019
Q4 | $308K | Sell |
10,385
-369
| -3% | -$10.9K | 0.16% | 100 |
|
|
2019
Q3 | $285K | Buy |
+10,754
| New | +$285K | 0.14% | 119 |
|