Key Financial Inc’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 | $8.62K | Hold |
96
| – | – | ﹤0.01% | 897 |
|
|
2025
Q1 | $7.45K | Hold |
96
| – | – | ﹤0.01% | 893 |
|
|
2024
Q4 | $5.4K | Hold |
96
| – | – | ﹤0.01% | 964 |
|
|
2024
Q3 | $5.86K | Hold |
96
| – | – | ﹤0.01% | 937 |
|
|
2024
Q2 | $5.03K | Buy |
+96
| New | +$5.03K | ﹤0.01% | 952 |
|
|
2021
Q2 | – | Sell |
-2,190
| Closed | -$84K | – | 896 |
|
|
2021
Q1 | $84K | Buy |
+2,190
| New | +$84K | 0.06% | 212 |
|