Kestra Advisory Services’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 | $5.95M | Sell |
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|
2025
Q2 | $5.08M | Buy |
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|
2025
Q1 | $3.94M | Sell |
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|
2024
Q4 | $3.06M | Buy |
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|
2024
Q3 | $2.52M | Sell |
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|
2024
Q2 | $2.24M | Buy |
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|
2024
Q1 | $1.87M | Buy |
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|
2023
Q4 | $1.93M | Buy |
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|
2023
Q3 | $1.45M | Buy |
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|
2023
Q2 | $1.24M | Buy |
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|
2023
Q1 | $1.38M | Buy |
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $876K | Buy |
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|
2022
Q1 | $759K | Buy |
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|
2021
Q4 | $423K | Sell |
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|
2021
Q3 | $418K | Buy |
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|
2021
Q2 | $419K | Buy |
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|
2021
Q1 | $332K | Sell |
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|
2020
Q4 | $1.05M | Buy |
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|
2020
Q3 | $527K | Buy |
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