Independent Advisor Alliance’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 | $335K | Buy |
+3,733
| New | +$335K | 0.01% | 696 |
|
|
2022
Q4 | – | Sell |
-8,551
| Closed | -$277K | – | 632 |
|
|
2022
Q3 | $277K | Buy |
8,551
+300
| +4% | +$9.72K | 0.02% | 501 |
|
|
2022
Q2 | $297K | Buy |
8,251
+994
| +14% | +$35.8K | 0.02% | 486 |
|
|
2022
Q1 | $345K | Buy |
7,257
+74
| +1% | +$3.52K | 0.02% | 483 |
|
|
2021
Q4 | $308K | Buy |
7,183
+629
| +10% | +$27K | 0.02% | 514 |
|
|
2021
Q3 | $246K | Buy |
6,554
+168
| +3% | +$6.31K | 0.01% | 540 |
|
|
2021
Q2 | $281K | Sell |
6,386
-199
| -3% | -$8.76K | 0.02% | 520 |
|
|
2021
Q1 | $252K | Sell |
6,585
-115
| -2% | -$4.4K | 0.01% | 517 |
|
|
2020
Q4 | $280K | Buy |
6,700
+1,075
| +19% | +$44.9K | 0.02% | 442 |
|
|
2020
Q3 | $276K | Buy |
+5,625
| New | +$276K | 0.02% | 398 |
|