Stratos Wealth Partners’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 | $1.61M | Buy |
17,979
+696
| +4% | +$62.5K | 0.02% | 552 |
|
2025
Q1 | $1.34M | Sell |
17,283
-338
| -2% | -$26.2K | 0.02% | 559 |
|
2024
Q4 | $991K | Buy |
17,621
+8
| +0% | +$450 | 0.01% | 702 |
|
2024
Q3 | $1.08M | Sell |
17,613
-161
| -0.9% | -$9.83K | 0.02% | 652 |
|
2024
Q2 | $932K | Buy |
17,774
+1,336
| +8% | +$70K | 0.01% | 671 |
|
2024
Q1 | $775K | Buy |
16,438
+823
| +5% | +$38.8K | 0.01% | 740 |
|
2023
Q4 | $770K | Buy |
15,615
+110
| +0.7% | +$5.43K | 0.01% | 714 |
|
2023
Q3 | $629K | Buy |
15,505
+7,992
| +106% | +$324K | 0.01% | 736 |
|
2023
Q2 | $325K | Buy |
7,513
+52
| +0.7% | +$2.25K | 0.01% | 931 |
|
2023
Q1 | $359K | Buy |
+7,461
| New | +$359K | 0.01% | 803 |
|
2018
Q4 | – | Sell |
-400
| Closed | -$7K | – | 2512 |
|
2018
Q3 | $7K | Buy |
+400
| New | +$7K | ﹤0.01% | 2336 |
|
2018
Q2 | – | Sell |
-397
| Closed | -$8K | – | 2596 |
|
2018
Q1 | $8K | Sell |
397
-1
| -0.3% | -$20 | ﹤0.01% | 2432 |
|
2017
Q4 | $9K | Buy |
+398
| New | +$9K | ﹤0.01% | 2212 |
|