Summit Financial’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 | $26.1M | Sell |
290,671
-36,412
| -11% | -$3.27M | 0.59% | 29 |
|
|
2025
Q1 | $25.4M | Sell |
327,083
-44,491
| -12% | -$3.45M | 0.71% | 26 |
|
|
2024
Q4 | $20.9M | Buy |
371,574
+27,423
| +8% | +$1.54M | 0.73% | 20 |
|
|
2024
Q3 | $21M | Buy |
344,151
+36,213
| +12% | +$2.21M | 0.82% | 19 |
|
|
2024
Q2 | $16.1M | Buy |
307,938
+86,882
| +39% | +$4.55M | 0.74% | 19 |
|
|
2024
Q1 | $10.4M | Buy |
221,056
+53,585
| +32% | +$2.53M | 0.62% | 21 |
|
|
2023
Q4 | $8.26M | Buy |
167,471
+17,533
| +12% | +$865K | 0.54% | 24 |
|
|
2023
Q3 | $6.08M | Buy |
+149,938
| New | +$6.08M | 0.45% | 29 |
|