OneDigital Investment Advisors’s Wheaton Precious Metals WPM Stock Holding History

OneDigital Investment Advisors’s Portfolio WPM Stock Details WPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$444K	Buy
2025 Q2	$355K	Sell
2025 Q1	$308K	Buy
2024 Q4	$218K	Sell
2024 Q3	$265K	Sell
2024 Q2	$237K	Buy
2024 Q1	$210K	Buy
2017 Q4	–	Sell
2017 Q3	$4K	Hold
2017 Q2	$4K	Buy