HB Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Buy |
5,068
+156
| +3% | +$14K | ﹤0.01% | 762 |
|
|
2025
Q1 | $381K | Buy |
4,912
+229
| +5% | +$17.8K | ﹤0.01% | 846 |
|
|
2024
Q4 | $263K | Hold |
4,683
| – | – | ﹤0.01% | 850 |
|
|
2024
Q3 | $286K | Sell |
4,683
-116
| -2% | -$7.09K | ﹤0.01% | 769 |
|
|
2024
Q2 | $252K | Hold |
4,799
| – | – | ﹤0.01% | 760 |
|
|
2024
Q1 | $226K | Sell |
4,799
-317
| -6% | -$14.9K | ﹤0.01% | 756 |
|
|
2023
Q4 | $252K | Sell |
5,116
-440
| -8% | -$21.7K | ﹤0.01% | 668 |
|
|
2023
Q3 | $225K | Buy |
5,556
+500
| +10% | +$20.3K | ﹤0.01% | 666 |
|
|
2023
Q2 | $219K | Buy |
5,056
+80
| +2% | +$3.46K | ﹤0.01% | 648 |
|
|
2023
Q1 | $240K | Sell |
4,976
-180
| -3% | -$8.67K | ﹤0.01% | 610 |
|
|
2022
Q4 | $201K | Buy |
+5,156
| New | +$201K | ﹤0.01% | 647 |
|
|
2022
Q2 | – | Sell |
-5,158
| Closed | -$245K | – | 627 |
|
|
2022
Q1 | $245K | Sell |
5,158
-145
| -3% | -$6.89K | ﹤0.01% | 505 |
|
|
2021
Q4 | $228K | Buy |
+5,303
| New | +$228K | ﹤0.01% | 457 |
|