PYA Waltman Capital’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 | $248K | Sell |
2,760
-140
| -5% | -$12.6K | 0.07% | 71 |
|
|
2025
Q1 | $225K | Sell |
2,900
-970
| -25% | -$75.3K | 0.07% | 70 |
|
|
2024
Q4 | $218K | Sell |
3,870
-381
| -9% | -$21.4K | 0.07% | 74 |
|
|
2024
Q3 | $260K | Hold |
4,251
| – | – | 0.08% | 64 |
|
|
2024
Q2 | $223K | Hold |
4,251
| – | – | 0.08% | 63 |
|
|
2024
Q1 | $200K | Hold |
4,251
| – | – | 0.07% | 65 |
|
|
2023
Q4 | $210K | Buy |
+4,251
| New | +$210K | 0.09% | 64 |
|
|
2023
Q2 | – | Sell |
-4,251
| Closed | -$205K | – | 62 |
|
|
2023
Q1 | $205K | Buy |
+4,251
| New | +$205K | 0.1% | 59 |
|
|
2022
Q4 | – | Sell |
-4,251
| Closed | -$138K | – | 202 |
|
|
2022
Q3 | $138K | Hold |
4,251
| – | – | 0.08% | 65 |
|
|
2022
Q2 | $153K | Hold |
4,251
| – | – | 0.09% | 53 |
|
|
2022
Q1 | $202K | Hold |
4,251
| – | – | 0.1% | 44 |
|
|
2021
Q4 | $182K | Buy |
+4,251
| New | +$182K | 0.09% | 46 |
|
|
2020
Q4 | – | Sell |
-4,251
| Closed | -$209K | – | 54 |
|
|
2020
Q3 | $209K | Buy |
+4,251
| New | +$209K | 0.15% | 35 |
|