IAG Wealth Partners’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 | $31K | Hold |
345
| – | – | ﹤0.01% | 238 |
|
|
2025
Q1 | $26.8K | Hold |
345
| – | – | ﹤0.01% | 252 |
|
|
2024
Q4 | $19.4K | Hold |
345
| – | – | ﹤0.01% | 286 |
|
|
2024
Q3 | $21.1K | Hold |
345
| – | – | ﹤0.01% | 279 |
|
|
2024
Q2 | $18.1K | Hold |
345
| – | – | ﹤0.01% | 274 |
|
|
2024
Q1 | $16.3K | Hold |
345
| – | – | ﹤0.01% | 261 |
|
|
2023
Q4 | $17K | Hold |
345
| – | – | ﹤0.01% | 245 |
|
|
2023
Q3 | $14K | Hold |
345
| – | – | ﹤0.01% | 263 |
|
|
2023
Q2 | $14.9K | Hold |
345
| – | – | ﹤0.01% | 269 |
|
|
2023
Q1 | $16.6K | Hold |
345
| – | – | ﹤0.01% | 244 |
|
|
2022
Q4 | $13.5K | Sell |
345
-600
| -63% | -$23.4K | ﹤0.01% | 257 |
|
|
2022
Q3 | $31K | Hold |
945
| – | – | 0.01% | 166 |
|
|
2022
Q2 | $34K | Sell |
945
-450
| -32% | -$16.2K | 0.01% | 161 |
|
|
2022
Q1 | $66K | Hold |
1,395
| – | – | 0.02% | 117 |
|
|
2021
Q4 | $60K | Hold |
1,395
| – | – | 0.02% | 123 |
|
|
2021
Q3 | $53K | Sell |
1,395
-350
| -20% | -$13.3K | 0.02% | 120 |
|
|
2021
Q2 | $77K | Hold |
1,745
| – | – | 0.03% | 92 |
|
|
2021
Q1 | $67K | Hold |
1,745
| – | – | 0.03% | 96 |
|
|
2020
Q4 | $73K | Hold |
1,745
| – | – | 0.03% | 89 |
|
|
2020
Q3 | $86K | Buy |
1,745
+95
| +6% | +$4.68K | 0.04% | 77 |
|
|
2020
Q2 | $73K | Hold |
1,650
| – | – | 0.04% | 83 |
|
|
2020
Q1 | $46K | Sell |
1,650
-1,000
| -38% | -$27.9K | 0.03% | 98 |
|
|
2019
Q4 | $79K | Buy |
+2,650
| New | +$79K | 0.05% | 82 |
|