L.J. Altfest & Co’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
$888K Sell
9,894
-6,226
-39% -$559K 0.1% 132
2025
Q1
$1.25M Buy
16,120
+3,484
+28% +$270K 0.16% 107
2024
Q4
$711K Buy
+12,636
New +$711K 0.09% 156