Sowell Financial Services’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
2026 Q1	$534K	Sell	4,075 -161	-4%	-$22.4K	0.02%	616
2025 Q4	$498K	Sell	4,236 -76	-2%	-$8.14K	0.02%	649
2025 Q3	$482K	Buy	4,312 +3	+0.1%	+$293	0.02%	643
2025 Q2	$387K	Sell	4,309 -5,602	-57%	-$472K	0.02%	690
2025 Q1	$769K	Buy	+9,911	New	+$661K	0.04%	468
2024 Q4	–	Sell	-10,091	Closed	-$616K	–	617
2024 Q3	$616K	Buy	+10,091	New	+$600K	0.03%	419
2021 Q2	–	Sell	-1,644	Closed	-$72K	–	2752
2021 Q1	$72K	Buy	1,644 +1,300	+378%	+$51.6K	﹤0.01%	1508
2020 Q4	$14K	Hold	344	–	–	﹤0.01%	1894
2020 Q3	$17K	Sell	344 -4,091	-92%	-$209K	﹤0.01%	1641
2020 Q2	$195K	Buy	4,435 +4,091	+1,189%	+$161K	0.01%	733
2020 Q1	$9K	Hold	344	–	–	﹤0.01%	1658
2019 Q4	$10K	Hold	344	–	–	﹤0.01%	1693
2019 Q3	$9K	Buy	+344	New	+$9.26K	﹤0.01%	1580
2017 Q1	–	Sell	-2,033	Closed	-$45K	–	569
2016 Q4	$45K	Buy	+2,033	New	+$42.4K	0.02%	353