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Sargent Investment Group’s Wheaton Precious Metals WPM Stock Holding History

Sargent Investment Group’s Portfolio WPM Stock Details WPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.5M Hold
15,202
– – 0.2% 83
2025
Q1 		$1.18M Hold
15,202
– – 0.19% 84
2024
Q4 		$848K Hold
15,202
– – 0.14% 102
2024
Q3 		$929K Sell
15,202
-6,100
-29% -$373K 0.17% 92
2024
Q2 		$1.12M Buy
+21,302
New +$1.12M 0.23% 78