Icon Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

Icon Wealth Advisors’s Portfolio WPM Stock Details WPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$265K	Buy
2025 Q2	–	Sell
2025 Q1	$235K	Hold
2024 Q4	$171K	Buy
2024 Q3	$185K	Buy
2024 Q2	–	Sell
2024 Q1	$142K	Sell
2023 Q4	$519K	Buy