Insigneo Advisory Services’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 | $558K | Buy |
6,214
+197
| +3% | +$17.7K | 0.05% | 309 |
|
|
2025
Q1 | $467K | Sell |
6,017
-2,178
| -27% | -$169K | 0.05% | 320 |
|
|
2024
Q4 | $461K | Sell |
8,195
-358
| -4% | -$20.1K | 0.05% | 315 |
|
|
2024
Q3 | $522K | Buy |
8,553
+187
| +2% | +$11.4K | 0.05% | 307 |
|
|
2024
Q2 | $469K | Buy |
+8,366
| New | +$469K | 0.05% | 309 |
|
|
2024
Q1 | – | Sell |
-7,788
| Closed | -$384K | – | 513 |
|
|
2023
Q4 | $384K | Sell |
7,788
-890
| -10% | -$43.9K | 0.05% | 284 |
|
|
2023
Q3 | $352K | Buy |
+8,678
| New | +$352K | 0.07% | 252 |
|