PDS Planning’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 | $400K | Sell |
4,449
-48
| -1% | -$4.31K | 0.03% | 287 |
|
|
2025
Q1 | $349K | Buy |
4,497
+213
| +5% | +$16.5K | 0.03% | 287 |
|
|
2024
Q4 | $241K | Sell |
4,284
-145
| -3% | -$8.16K | 0.02% | 354 |
|
|
2024
Q3 | $271K | Buy |
4,429
+500
| +13% | +$30.5K | 0.02% | 323 |
|
|
2024
Q2 | $206K | Buy |
+3,929
| New | +$206K | 0.02% | 356 |
|