Principle Wealth Partners’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 | $749K | Sell |
8,346
-2,000
| -19% | -$180K | 0.05% | 184 |
|
|
2025
Q1 | $803K | Hold |
10,346
| – | – | 0.06% | 176 |
|
|
2024
Q4 | $582K | Hold |
10,346
| – | – | 0.04% | 207 |
|
|
2024
Q3 | $632K | Hold |
10,346
| – | – | 0.04% | 203 |
|
|
2024
Q2 | $542K | Sell |
10,346
-5,000
| -33% | -$262K | 0.04% | 208 |
|
|
2024
Q1 | $723K | Hold |
15,346
| – | – | 0.06% | 179 |
|
|
2023
Q4 | $757K | Hold |
15,346
| – | – | 0.07% | 174 |
|
|
2023
Q3 | $622K | Sell |
15,346
-3,500
| -19% | -$142K | 0.06% | 181 |
|
|
2023
Q2 | $815K | Hold |
18,846
| – | – | 0.08% | 156 |
|
|
2023
Q1 | $908K | Hold |
18,846
| – | – | 0.1% | 145 |
|
|
2022
Q4 | $737K | Buy |
+18,846
| New | +$737K | 0.08% | 157 |
|