ORG Partners’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 | $132K | Buy |
1,480
+55
| +4% | +$4.92K | 0.03% | 381 |
|
2025
Q1 | $109K | Hold |
1,425
| – | – | 0.03% | 371 |
|
2024
Q4 | $80.1K | Sell |
1,425
-6
| -0.4% | -$337 | 0.01% | 468 |
|
2024
Q3 | $87.4K | Sell |
1,431
-468
| -25% | -$28.6K | 0.01% | 410 |
|
2024
Q2 | $98.8K | Buy |
+1,899
| New | +$98.8K | 0.01% | 606 |
|
2023
Q3 | – | Sell |
-2,630
| Closed | -$115K | – | 1626 |
|
2023
Q2 | $115K | Buy |
+2,630
| New | +$115K | 0.02% | 482 |
|