Principal Securities’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 | $45.3K | Buy |
505
+251
| +99% | +$22.5K | ﹤0.01% | 1937 |
|
2025
Q1 | $14.3K | Hold |
254
| – | – | ﹤0.01% | 2381 |
|
2024
Q4 | $14.3K | Buy |
254
+88
| +53% | +$4.95K | ﹤0.01% | 2377 |
|
2024
Q3 | $10.1K | Sell |
166
-64
| -28% | -$3.91K | ﹤0.01% | 2434 |
|
2024
Q2 | $12.1K | Sell |
230
-3
| -1% | -$157 | ﹤0.01% | 2310 |
|
2024
Q1 | $11K | Sell |
233
-562
| -71% | -$26.5K | ﹤0.01% | 2284 |
|
2023
Q4 | $39.2K | Buy |
+795
| New | +$39.2K | ﹤0.01% | 1600 |
|