Kestra Private Wealth 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	$329K	Buy	3,659 +584	+19%	+$52.4K	﹤0.01%	1229
2025 Q1	$239K	Buy	+3,075	New	+$239K	﹤0.01%	1299
2024 Q3	–	Sell	-4,434	Closed	-$232K	–	1468
2024 Q2	$232K	Sell	4,434 -95	-2%	-$4.98K	﹤0.01%	1159
2024 Q1	$213K	Buy	+4,529	New	+$213K	﹤0.01%	1160