NewSquare Capital’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 | $11.3K | Buy |
126
+77
| +157% | +$6.92K | ﹤0.01% | 613 |
|
|
2025
Q1 | $3.8K | Buy |
+49
| New | +$3.8K | ﹤0.01% | 734 |
|
|
2024
Q2 | – | Sell |
-78
| Closed | -$3.68K | – | 488 |
|
|
2024
Q1 | $3.68K | Hold |
78
| – | – | ﹤0.01% | 316 |
|
|
2023
Q4 | $3.85K | Hold |
78
| – | – | ﹤0.01% | 338 |
|
|
2023
Q3 | $3.16K | Sell |
78
-718
| -90% | -$29.1K | ﹤0.01% | 417 |
|
|
2023
Q2 | $34.4K | Hold |
796
| – | – | ﹤0.01% | 217 |
|
|
2023
Q1 | $38.3K | Buy |
796
+156
| +24% | +$7.51K | ﹤0.01% | 205 |
|
|
2022
Q4 | $25K | Buy |
+640
| New | +$25K | ﹤0.01% | 210 |
|
|
2020
Q3 | – | Sell |
-31,740
| Closed | -$1.4M | – | 428 |
|
|
2020
Q2 | $1.4M | Buy |
+31,740
| New | +$1.4M | 0.24% | 94 |
|
|
2013
Q3 | – | Sell |
-2,500
| Closed | -$49K | – | 273 |
|
|
2013
Q2 | $49K | Buy |
+2,500
| New | +$49K | 0.02% | 116 |
|