Pathway Financial Advisers’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
Q1 | – | Sell |
-253
| Closed | -$14.2K | – | 424 |
|
|
2024
Q4 | $14.2K | Hold |
253
| – | – | ﹤0.01% | 329 |
|
|
2024
Q3 | $15.4K | Hold |
253
| – | – | 0.01% | 268 |
|
|
2024
Q2 | $13.2K | Buy |
253
+1
| +0.4% | +$52 | ﹤0.01% | 322 |
|
|
2024
Q1 | $11.9K | Sell |
252
-402
| -61% | -$19K | ﹤0.01% | 332 |
|
|
2023
Q4 | $32.3K | Hold |
654
| – | – | 0.01% | 260 |
|
|
2023
Q3 | $26.5K | Buy |
+654
| New | +$26.5K | 0.01% | 271 |
|
|
2023
Q1 | $31.3K | Hold |
650
| – | – | 0.01% | 263 |
|
|
2022
Q4 | $25.4K | Buy |
+650
| New | +$25.4K | 0.01% | 302 |
|