Inlet Private Wealth’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 | $3.05M | Hold |
33,970
| – | – | 0.75% | 44 |
|
|
2025
Q1 | $2.64M | Hold |
33,970
| – | – | 0.69% | 48 |
|
|
2024
Q4 | $1.91M | Sell |
33,970
-4,900
| -13% | -$276K | 0.51% | 64 |
|
|
2024
Q3 | $2.37M | Sell |
38,870
-200
| -0.5% | -$12.2K | 0.6% | 58 |
|
|
2024
Q2 | $2.05M | Hold |
39,070
| – | – | 0.56% | 57 |
|
|
2024
Q1 | $1.84M | Hold |
39,070
| – | – | 0.51% | 59 |
|
|
2023
Q4 | $1.93M | Sell |
39,070
-400
| -1% | -$19.7K | 0.59% | 56 |
|
|
2023
Q3 | $1.6M | Sell |
39,470
-2,450
| -6% | -$99.3K | 0.53% | 60 |
|
|
2023
Q2 | $1.81M | Hold |
41,920
| – | – | 0.46% | 63 |
|
|
2023
Q1 | $2.02M | Sell |
41,920
-1,700
| -4% | -$81.9K | 0.53% | 59 |
|
|
2022
Q4 | $1.7M | Sell |
43,620
-4,300
| -9% | -$168K | 0.44% | 63 |
|
|
2022
Q3 | $1.55M | Buy |
47,920
+6,700
| +16% | +$217K | 0.46% | 63 |
|
|
2022
Q2 | $1.49M | Buy |
41,220
+5,900
| +17% | +$213K | 0.42% | 62 |
|
|
2022
Q1 | $1.68M | Buy |
35,320
+5,620
| +19% | +$267K | 0.42% | 65 |
|
|
2021
Q4 | $1.28M | Buy |
29,700
+1,050
| +4% | +$45.1K | 0.31% | 74 |
|
|
2021
Q3 | $1.08M | Buy |
28,650
+6,550
| +30% | +$246K | 0.29% | 75 |
|
|
2021
Q2 | $974K | Buy |
+22,100
| New | +$974K | 0.26% | 80 |
|