Kingswood Wealth Advisors’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 | $891K | Buy |
9,921
+2,955
| +42% | +$265K | 0.07% | 285 |
|
|
2025
Q1 | $540K | Buy |
6,966
+390
| +6% | +$30.2K | 0.05% | 371 |
|
|
2024
Q4 | $370K | Buy |
6,576
+2,019
| +44% | +$114K | 0.03% | 536 |
|
|
2024
Q3 | $278K | Sell |
4,557
-1,929
| -30% | -$118K | 0.02% | 596 |
|
|
2024
Q2 | $340K | Sell |
6,486
-650
| -9% | -$34.1K | 0.03% | 483 |
|
|
2024
Q1 | $336K | Sell |
7,136
-2,605
| -27% | -$123K | 0.04% | 446 |
|
|
2023
Q4 | $481K | Sell |
9,741
-295
| -3% | -$14.6K | 0.05% | 354 |
|
|
2023
Q3 | $407K | Sell |
10,036
-340
| -3% | -$13.8K | 0.07% | 283 |
|
|
2023
Q2 | $448K | Buy |
+10,376
| New | +$448K | 0.14% | 147 |
|