Institutional & Family Asset Management’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
2024 Q2	$10.3K	Buy	196 +37	+23%	+$1.98K	﹤0.01%	413
2024 Q1	$7.49K	Hold	159	–	–	﹤0.01%	448
2023 Q4	$7.84K	Buy	159 +2	+1%	+$90	﹤0.01%	420
2023 Q3	$6.37K	Hold	157	–	–	﹤0.01%	431
2023 Q2	$6.79K	Buy	157 +1	+0.6%	+$48	﹤0.01%	428
2023 Q1	$7.51K	Hold	156	–	–	﹤0.01%	411
2022 Q4	$6.1K	Hold	156	–	–	﹤0.01%	442
2022 Q3	$5K	Hold	156	–	–	﹤0.01%	497
2022 Q2	$6K	Hold	156	–	–	﹤0.01%	477
2022 Q1	$7K	Hold	156	–	–	﹤0.01%	508
2021 Q4	$7K	Hold	156	–	–	﹤0.01%	511
2021 Q3	$6K	Hold	156	–	–	﹤0.01%	643
2021 Q2	$7K	Hold	156	–	–	﹤0.01%	663
2021 Q1	$6K	Hold	156	–	–	﹤0.01%	672
2020 Q4	$7K	Sell	156 -56	-26%	-$2.5K	﹤0.01%	605
2020 Q3	$10K	Hold	212	–	–	﹤0.01%	494
2020 Q2	$9K	Sell	212 -14	-6%	-$551	﹤0.01%	506
2020 Q1	$6K	Buy	+226	New	+$6.52K	﹤0.01%	527