Spire Wealth Management’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 | $768K | Sell |
8,552
-325
| -4% | -$29.2K | 0.03% | 417 |
|
|
2025
Q1 | $689K | Buy |
8,877
+3,200
| +56% | +$248K | 0.02% | 488 |
|
|
2024
Q4 | $319K | Sell |
5,677
-37
| -0.6% | -$2.08K | 0.01% | 688 |
|
|
2024
Q3 | $349K | Buy |
5,714
+842
| +17% | +$51.4K | 0.01% | 604 |
|
|
2024
Q2 | $255K | Buy |
4,872
+271
| +6% | +$14.2K | 0.01% | 655 |
|
|
2024
Q1 | $217K | Buy |
4,601
+138
| +3% | +$6.5K | ﹤0.01% | 747 |
|
|
2023
Q4 | $206K | Buy |
4,463
+39
| +0.9% | +$1.8K | 0.01% | 754 |
|
|
2023
Q3 | $179K | Buy |
4,424
+4,058
| +1,109% | +$165K | 0.01% | 743 |
|
|
2023
Q2 | $15.8K | Sell |
366
-60
| -14% | -$2.6K | ﹤0.01% | 1669 |
|
|
2023
Q1 | $20.5K | Hold |
426
| – | – | ﹤0.01% | 1607 |
|
|
2022
Q4 | $17K | Hold |
426
| – | – | ﹤0.01% | 1445 |
|
|
2022
Q3 | $14K | Sell |
426
-399
| -48% | -$13.1K | ﹤0.01% | 1471 |
|
|
2022
Q2 | $30K | Sell |
825
-500
| -38% | -$18.2K | ﹤0.01% | 1509 |
|
|
2022
Q1 | $63K | Buy |
1,325
+754
| +132% | +$35.9K | ﹤0.01% | 1360 |
|
|
2021
Q4 | $25K | Buy |
571
+174
| +44% | +$7.62K | ﹤0.01% | 2046 |
|
|
2021
Q3 | $15K | Hold |
397
| – | – | ﹤0.01% | 1977 |
|
|
2021
Q2 | $17K | Buy |
397
+72
| +22% | +$3.08K | ﹤0.01% | 1955 |
|
|
2021
Q1 | $15K | Buy |
+325
| New | +$15K | ﹤0.01% | 2278 |
|