OneDigital Investment Advisors’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 | $355K | Sell |
3,949
-22
| -0.6% | -$1.98K | ﹤0.01% | 1066 |
|
|
2025
Q1 | $308K | Buy |
3,971
+91
| +2% | +$7.06K | ﹤0.01% | 1086 |
|
|
2024
Q4 | $218K | Sell |
3,880
-461
| -11% | -$25.9K | ﹤0.01% | 1289 |
|
|
2024
Q3 | $265K | Sell |
4,341
-181
| -4% | -$11.1K | ﹤0.01% | 1226 |
|
|
2024
Q2 | $237K | Buy |
4,522
+61
| +1% | +$3.2K | ﹤0.01% | 1211 |
|
|
2024
Q1 | $210K | Buy |
+4,461
| New | +$210K | ﹤0.01% | 1026 |
|
|
2017
Q4 | – | Sell |
-200
| Closed | -$4K | – | 1277 |
|
|
2017
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 928 |
|
|
2017
Q2 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 1099 |
|