Summit Securities Group’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 | – | Sell |
-824
| Closed | -$64K | – | 1309 |
|
|
2025
Q1 | $64K | Buy |
+824
| New | +$64K | 0.01% | 187 |
|
|
2024
Q1 | – | Sell |
-344
| Closed | -$17K | – | 758 |
|
|
2023
Q4 | $17K | Buy |
+344
| New | +$17K | ﹤0.01% | 293 |
|
|
2022
Q1 | – | Sell |
-14,001
| Closed | -$601K | – | 954 |
|
|
2021
Q4 | $601K | Buy |
14,001
+4,801
| +52% | +$206K | 0.03% | 197 |
|
|
2021
Q3 | $346K | Buy |
+9,200
| New | +$346K | 0.03% | 230 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 501 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 432 |
|