Principle Wealth Partners’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $933K | Hold |
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|
2025
Q2 | $749K | Sell |
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|
2025
Q1 | $803K | Hold |
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|
2024
Q4 | $582K | Hold |
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|
2024
Q3 | $632K | Hold |
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|
2024
Q2 | $542K | Sell |
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|
2024
Q1 | $723K | Hold |
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|
2023
Q4 | $757K | Hold |
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|
2023
Q3 | $622K | Sell |
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|
2023
Q2 | $815K | Hold |
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|
2023
Q1 | $908K | Hold |
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|
2022
Q4 | $737K | Buy |
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