Petra Financial 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 | $1.12M | Buy |
12,493
+13
| +0.1% | +$1.17K | 0.71% | 40 |
|
|
2025
Q1 | $969K | Hold |
12,480
| – | – | 0.79% | 31 |
|
|
2024
Q4 | $702K | Hold |
12,480
| – | – | 0.48% | 54 |
|
|
2024
Q3 | $762K | Sell |
12,480
-870
| -7% | -$53.1K | 0.5% | 57 |
|
|
2024
Q2 | $700K | Hold |
13,350
| – | – | 0.5% | 62 |
|
|
2024
Q1 | $629K | Sell |
13,350
-684
| -5% | -$32.2K | 0.46% | 66 |
|
|
2023
Q4 | $692K | Hold |
14,034
| – | – | 0.58% | 56 |
|
|
2023
Q3 | $569K | Hold |
14,034
| – | – | 0.47% | 61 |
|
|
2023
Q2 | $607K | Sell |
14,034
-1,360
| -9% | -$58.8K | 0.54% | 56 |
|
|
2023
Q1 | $741K | Hold |
15,394
| – | – | 0.73% | 32 |
|
|
2022
Q4 | $602K | Buy |
+15,394
| New | +$602K | 0.66% | 41 |
|