Trek 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	$4.41M	Buy	+49,106	New	+$4.41M	0.3%	98
2024 Q3	–	Sell	-39,270	Closed	-$2.06M	–	459
2024 Q2	$2.06M	Buy	+39,270	New	+$2.06M	0.16%	128