SimplyRich’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 | $377K | Hold |
4,201
| – | – | 0.11% | 162 |
|
|
2025
Q1 | $326K | Hold |
4,201
| – | – | 0.09% | 172 |
|
|
2024
Q4 | $236K | Hold |
4,201
| – | – | 0.07% | 204 |
|
|
2024
Q3 | $256K | Hold |
4,201
| – | – | 0.07% | 202 |
|
|
2024
Q2 | $220K | Buy |
+4,201
| New | +$220K | 0.07% | 171 |
|
|
2024
Q1 | – | Sell |
-4,201
| Closed | -$207K | – | 184 |
|
|
2023
Q4 | $207K | Buy |
+4,201
| New | +$207K | 0.07% | 170 |
|
|
2023
Q2 | – | Sell |
-4,201
| Closed | -$202K | – | 179 |
|
|
2023
Q1 | $202K | Buy |
+4,201
| New | +$202K | 0.08% | 173 |
|
|
2020
Q4 | – | Sell |
-4,201
| Closed | -$206K | – | 157 |
|
|
2020
Q3 | $206K | Buy |
+4,201
| New | +$206K | 0.1% | 139 |
|