OneAscent Financial Services’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
$629K Sell
7,006
-7,076
-50% -$635K 0.04% 270
2025
Q1
$1.09M Buy
14,082
+7,041
+100% +$547K 0.07% 184
2024
Q4
$396K Buy
+7,041
New +$396K 0.03% 300