Icon Wealth Advisors’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 | – | Sell |
-3,033
| Closed | -$235K | – | 538 |
|
|
2025
Q1 | $235K | Hold |
3,033
| – | – | 0.02% | 322 |
|
|
2024
Q4 | $171K | Buy |
3,033
+7
| +0.2% | +$394 | 0.01% | 403 |
|
|
2024
Q3 | $185K | Buy |
+3,026
| New | +$185K | 0.02% | 371 |
|
|
2024
Q2 | – | Sell |
-3,020
| Closed | -$142K | – | 500 |
|
|
2024
Q1 | $142K | Sell |
3,020
-7,507
| -71% | -$354K | 0.01% | 398 |
|
|
2023
Q4 | $519K | Buy |
+10,527
| New | +$519K | 0.05% | 186 |
|