International Assets Investment Management’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 | – | Sell |
-4,370
| Closed | -$339K | – | 904 |
|
|
2025
Q1 | $339K | Hold |
4,370
| – | – | 0.03% | 534 |
|
|
2024
Q4 | $254K | Sell |
4,370
-273,826
| -98% | -$15.9M | 0.02% | 638 |
|
|
2024
Q3 | $4.56K | Buy |
278,196
+273,532
| +5,865% | +$4.48K | 0.01% | 596 |
|
|
2024
Q2 | $244K | Sell |
4,664
-841
| -15% | -$44.1K | 0.02% | 621 |
|
|
2024
Q1 | $263K | Sell |
5,505
-1,103
| -17% | -$52.7K | 0.03% | 576 |
|
|
2023
Q4 | $326K | Sell |
6,608
-242
| -4% | -$11.9K | 0.04% | 448 |
|
|
2023
Q3 | $276K | Buy |
6,850
+23
| +0.3% | +$925 | 0.04% | 399 |
|
|
2023
Q2 | $295K | Buy |
6,827
+2,061
| +43% | +$89.1K | 0.04% | 396 |
|
|
2023
Q1 | $230K | Sell |
4,766
-13,259
| -74% | -$639K | 0.03% | 438 |
|
|
2022
Q4 | $704K | Buy |
+18,025
| New | +$704K | 0.07% | 266 |
|
|
2022
Q2 | – | Sell |
-4,563
| Closed | -$217K | – | 559 |
|
|
2022
Q1 | $217K | Buy |
+4,563
| New | +$217K | 0.04% | 408 |
|
|
2021
Q2 | – | Sell |
-3,436
| Closed | -$140K | – | 1915 |
|
|
2021
Q1 | $140K | Buy |
3,436
+1,218
| +55% | +$49.6K | 0.01% | 608 |
|
|
2020
Q4 | $93K | Buy |
+2,218
| New | +$93K | 0.02% | 619 |
|