Pure 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 | $487K | Buy |
5,418
+15
| +0.3% | +$1.35K | 0.01% | 297 |
|
|
2025
Q1 | $419K | Sell |
5,403
-118
| -2% | -$9.16K | 0.01% | 265 |
|
|
2024
Q4 | $311K | Sell |
5,521
-95
| -2% | -$5.34K | 0.01% | 286 |
|
|
2024
Q3 | $343K | Buy |
5,616
+316
| +6% | +$19.3K | 0.01% | 260 |
|
|
2024
Q2 | $278K | Hold |
5,300
| – | – | 0.01% | 264 |
|
|
2024
Q1 | $250K | Hold |
5,300
| – | – | 0.01% | 274 |
|
|
2023
Q4 | $262K | Hold |
5,300
| – | – | 0.01% | 257 |
|
|
2023
Q3 | $215K | Hold |
5,300
| – | – | 0.01% | 247 |
|
|
2023
Q2 | $229K | Hold |
5,300
| – | – | 0.01% | 235 |
|
|
2023
Q1 | $255K | Hold |
5,300
| – | – | 0.01% | 220 |
|
|
2022
Q4 | $207K | Buy |
+5,300
| New | +$207K | 0.01% | 231 |
|
|
2022
Q2 | – | Sell |
-5,300
| Closed | -$252K | – | 249 |
|
|
2022
Q1 | $252K | Sell |
5,300
-270
| -5% | -$12.8K | 0.01% | 196 |
|
|
2021
Q4 | $239K | Buy |
+5,570
| New | +$239K | 0.01% | 193 |
|
|
2021
Q3 | – | Sell |
-5,300
| Closed | -$234K | – | 212 |
|
|
2021
Q2 | $234K | Buy |
+5,300
| New | +$234K | 0.02% | 182 |
|