Transcend Capital Advisors’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 | $209K | Buy |
+2,328
| New | +$209K | 0.02% | 570 |
|
|
2022
Q3 | – | Sell |
-22,452
| Closed | -$809K | – | 522 |
|
|
2022
Q2 | $809K | Sell |
22,452
-22,386
| -50% | -$807K | 0.08% | 227 |
|
|
2022
Q1 | $2.13M | Sell |
44,838
-3,640
| -8% | -$173K | 0.19% | 128 |
|
|
2021
Q4 | $2.08M | Buy |
48,478
+7,082
| +17% | +$304K | 0.18% | 133 |
|
|
2021
Q3 | $1.71M | Buy |
+41,396
| New | +$1.71M | 0.15% | 149 |
|