Independent Advisor Alliance’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $687K | Buy |
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|
2025
Q2 | $335K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $277K | Buy |
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|
2022
Q2 | $297K | Buy |
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|
2022
Q1 | $345K | Buy |
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|
2021
Q4 | $308K | Buy |
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|
2021
Q3 | $246K | Buy |
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|
2021
Q2 | $281K | Sell |
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|
2021
Q1 | $252K | Sell |
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|
2020
Q4 | $280K | Buy |
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|
2020
Q3 | $276K | Buy |
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