Laurel Wealth Advisors (North Carolina)’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 | $500K | Buy |
44,900
+44,200
| +6,314% | +$492K | 0.01% | 338 |
|
|
2025
Q1 | $54.3K | Hold |
700
| – | – | 0.01% | 304 |
|
|
2024
Q4 | $39.4K | Buy |
+700
| New | +$39.4K | 0.01% | 336 |
|
|
2022
Q3 | – | Sell |
-75
| Closed | -$3K | – | 611 |
|
|
2022
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 513 |
|
|
2022
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 516 |
|
|
2021
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 558 |
|
|
2021
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 566 |
|
|
2021
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 638 |
|
|
2021
Q1 | $3K | Hold |
75
| – | – | ﹤0.01% | 580 |
|
|
2020
Q4 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 533 |
|