HB Wealth Management’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $611K | Buy |
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|
2025
Q2 | $455K | Buy |
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|
2025
Q1 | $381K | Buy |
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|
2024
Q4 | $263K | Hold |
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|
2024
Q3 | $286K | Sell |
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|
2024
Q2 | $252K | Hold |
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|
2024
Q1 | $226K | Sell |
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|
2023
Q4 | $252K | Sell |
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|
2023
Q3 | $225K | Buy |
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|
2023
Q2 | $219K | Buy |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $201K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $245K | Sell |
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|
2021
Q4 | $228K | Buy |
|