Tradition Wealth Management’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 | $425K | Hold |
4,728
| – | – | 0.03% | 293 |
|
|
2025
Q1 | $367K | Hold |
4,728
| – | – | 0.03% | 301 |
|
|
2024
Q4 | $266K | Hold |
4,728
| – | – | 0.02% | 340 |
|
|
2024
Q3 | $289K | Hold |
4,728
| – | – | 0.03% | 328 |
|
|
2024
Q2 | $248K | Buy |
4,728
+178
| +4% | +$9.33K | 0.02% | 344 |
|
|
2024
Q1 | $214K | Hold |
4,550
| – | – | 0.02% | 363 |
|
|
2023
Q4 | $224K | Hold |
4,550
| – | – | 0.02% | 309 |
|
|
2023
Q3 | $185K | Hold |
4,550
| – | – | 0.02% | 319 |
|
|
2023
Q2 | $197K | Buy |
4,550
+100
| +2% | +$4.33K | 0.02% | 313 |
|
|
2023
Q1 | $214K | Hold |
4,450
| – | – | 0.03% | 297 |
|
|
2022
Q4 | $174K | Buy |
4,450
+1,700
| +62% | +$66.5K | 0.02% | 283 |
|
|
2022
Q3 | $89K | Hold |
2,750
| – | – | 0.01% | 383 |
|
|
2022
Q2 | $99K | Hold |
2,750
| – | – | 0.01% | 360 |
|
|
2022
Q1 | $131K | Hold |
2,750
| – | – | 0.02% | 354 |
|
|
2021
Q4 | $118K | Buy |
2,750
+200
| +8% | +$8.58K | 0.01% | 373 |
|
|
2021
Q3 | $96K | Hold |
2,550
| – | – | 0.01% | 383 |
|
|
2021
Q2 | $112K | Buy |
+2,550
| New | +$112K | 0.02% | 372 |
|