Transatlantique Private Wealth’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 | $701K | Sell |
7,802
-477
| -6% | -$42.8K | 0.26% | 117 |
|
|
2025
Q1 | $643K | Sell |
8,279
-302
| -4% | -$23.4K | 0.26% | 121 |
|
|
2024
Q4 | $483K | Hold |
8,581
| – | – | 0.18% | 151 |
|
|
2024
Q3 | $524K | Sell |
8,581
-50
| -0.6% | -$3.05K | 0.2% | 149 |
|
|
2024
Q2 | $452K | Hold |
8,631
| – | – | 0.18% | 144 |
|
|
2024
Q1 | $407K | Buy |
8,631
+823
| +11% | +$38.8K | 0.18% | 166 |
|
|
2023
Q4 | $385K | Hold |
7,808
| – | – | 0.18% | 167 |
|
|
2023
Q3 | $317K | Buy |
7,808
+270
| +4% | +$10.9K | 0.17% | 167 |
|
|
2023
Q2 | $326K | Buy |
7,538
+579
| +8% | +$25K | 0.17% | 169 |
|
|
2023
Q1 | $335K | Buy |
+6,959
| New | +$335K | 0.19% | 162 |
|
|
2022
Q4 | – | Sell |
-6,906
| Closed | -$223K | – | 214 |
|
|
2022
Q3 | $223K | Buy |
6,906
+512
| +8% | +$16.5K | 0.15% | 193 |
|
|
2022
Q2 | $230K | Buy |
+6,394
| New | +$230K | 0.16% | 181 |
|