Stegent Equity Advisors’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
$633K Buy
7,046
+4,345
+161% +$390K 0.56% 53
2025
Q1
$210K Buy
+2,701
New +$210K 0.21% 95
2022
Q2
Sell
-5,301
Closed -$252K 104
2022
Q1
$252K Sell
5,301
-375
-7% -$17.8K 0.21% 85
2021
Q4
$243K Buy
+5,676
New +$243K 0.2% 94