Orion Portfolio Solutions’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $445K | Sell |
5,737
-383
| -6% | -$29.7K | ﹤0.01% | 1468 |
|
|
2024
Q4 | $344K | Buy |
6,120
+258
| +4% | +$14.5K | ﹤0.01% | 1490 |
|
|
2024
Q3 | $358K | Sell |
5,862
-1,373
| -19% | -$83.9K | ﹤0.01% | 1450 |
|
|
2024
Q2 | $379K | Sell |
7,235
-62
| -0.8% | -$3.25K | ﹤0.01% | 1374 |
|
|
2024
Q1 | $344K | Sell |
7,297
-339
| -4% | -$16K | ﹤0.01% | 1409 |
|
|
2023
Q4 | $366K | Sell |
7,636
-38
| -0.5% | -$1.82K | ﹤0.01% | 1329 |
|
|
2023
Q3 | $311K | Sell |
7,674
-473
| -6% | -$19.2K | ﹤0.01% | 1365 |
|
|
2023
Q2 | $352K | Buy |
8,147
+592
| +8% | +$25.6K | ﹤0.01% | 1347 |
|
|
2023
Q1 | $364K | Buy |
+7,555
| New | +$364K | ﹤0.01% | 1271 |
|
|
2020
Q3 | – | Sell |
-72
| Closed | -$3K | – | 2058 |
|
|
2020
Q2 | $3K | Hold |
72
| – | – | ﹤0.01% | 1701 |
|
|
2020
Q1 | $2K | Sell |
72
-584
| -89% | -$16.2K | ﹤0.01% | 1637 |
|
|
2019
Q4 | $20K | Buy |
+656
| New | +$20K | ﹤0.01% | 779 |
|