Kingswood Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

Kingswood Wealth Advisors’s Portfolio WPM Stock Details WPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.08M	Sell
2025 Q2	$891K	Buy
2025 Q1	$540K	Buy
2024 Q4	$370K	Buy
2024 Q3	$278K	Sell
2024 Q2	$340K	Sell
2024 Q1	$336K	Sell
2023 Q4	$481K	Sell
2023 Q3	$407K	Sell
2023 Q2	$448K	Buy