MGO One Seven’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 | $1.71M | Buy |
19,073
+1,588
| +9% | +$143K | 0.06% | 374 |
|
2025
Q1 | $1.36M | Buy |
17,485
+9,025
| +107% | +$701K | 0.05% | 364 |
|
2024
Q4 | $476K | Sell |
8,460
-570
| -6% | -$32.1K | 0.02% | 628 |
|
2024
Q3 | $552K | Buy |
9,030
+963
| +12% | +$58.8K | 0.02% | 549 |
|
2024
Q2 | $423K | Buy |
8,067
+19
| +0.2% | +$996 | 0.02% | 624 |
|
2024
Q1 | $379K | Hold |
8,048
| – | – | 0.02% | 637 |
|
2023
Q4 | $397K | Sell |
8,048
-3,500
| -30% | -$173K | 0.02% | 609 |
|
2023
Q3 | $468K | Hold |
11,548
| – | – | 0.04% | 457 |
|
2023
Q2 | $499K | Hold |
11,548
| – | – | 0.05% | 417 |
|
2023
Q1 | $556K | Sell |
11,548
-23
| -0.2% | -$1.11K | 0.04% | 437 |
|
2022
Q4 | $452K | Sell |
11,571
-927
| -7% | -$36.2K | 0.05% | 426 |
|
2022
Q3 | $420 | Buy |
12,498
+1,674
| +15% | +$56 | 0.02% | 434 |
|
2022
Q2 | $390K | Sell |
10,824
-400
| -4% | -$14.4K | 0.05% | 395 |
|
2022
Q1 | $534K | Buy |
11,224
+1,550
| +16% | +$73.7K | 0.06% | 351 |
|
2021
Q4 | $415K | Buy |
9,674
+938
| +11% | +$40.2K | 0.04% | 413 |
|
2021
Q3 | $353K | Sell |
8,736
-796
| -8% | -$32.2K | 0.04% | 406 |
|
2021
Q2 | $420K | Buy |
9,532
+758
| +9% | +$33.4K | 0.06% | 381 |
|
2021
Q1 | $335K | Buy |
8,774
+393
| +5% | +$15K | 0.06% | 383 |
|
2020
Q4 | $350K | Sell |
8,381
-510
| -6% | -$21.3K | 0.07% | 333 |
|
2020
Q3 | $436K | Buy |
8,891
+610
| +7% | +$29.9K | 0.1% | 261 |
|
2020
Q2 | $365K | Hold |
8,281
| – | – | 0.09% | 292 |
|
2020
Q1 | $227K | Hold |
8,281
| – | – | 0.08% | 332 |
|
2019
Q4 | $246K | Sell |
8,281
-200
| -2% | -$5.94K | 0.06% | 366 |
|
2019
Q3 | $223K | Hold |
8,481
| – | – | 0.06% | 380 |
|
2019
Q2 | $205K | Sell |
8,481
-15,090
| -64% | -$365K | 0.07% | 366 |
|
2019
Q1 | $561K | Buy |
23,571
+15,090
| +178% | +$359K | 0.18% | 163 |
|
2018
Q4 | $165K | Buy |
+8,481
| New | +$165K | 0.07% | 320 |
|