Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.04M | Buy |
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|
2025
Q2 | $768K | Sell |
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|
2025
Q1 | $689K | Buy |
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|
2024
Q4 | $319K | Sell |
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|
2024
Q3 | $349K | Buy |
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|
2024
Q2 | $255K | Buy |
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|
2024
Q1 | $217K | Buy |
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|
2023
Q4 | $206K | Buy |
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|
2023
Q3 | $179K | Buy |
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|
2023
Q2 | $15.8K | Sell |
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|
2023
Q1 | $20.5K | Hold |
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|
2022
Q4 | $17K | Hold |
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|
2022
Q3 | $14K | Sell |
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|
2022
Q2 | $30K | Sell |
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|
2022
Q1 | $63K | Buy |
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|
2021
Q4 | $25K | Buy |
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|
2021
Q3 | $15K | Hold |
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|
2021
Q2 | $17K | Buy |
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|
2021
Q1 | $15K | Buy |
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