True Wealth Design’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 | $1.08K | Sell |
12
-1
| -8% | -$90 | ﹤0.01% | 1435 |
|
|
2025
Q1 | $1.01K | Hold |
13
| – | – | ﹤0.01% | 1260 |
|
|
2024
Q4 | $732 | Buy |
13
+2
| +18% | +$113 | ﹤0.01% | 1018 |
|
|
2024
Q3 | $672 | Hold |
11
| – | – | ﹤0.01% | 1045 |
|
|
2024
Q2 | $577 | Buy |
11
+3
| +38% | +$157 | ﹤0.01% | 631 |
|
|
2024
Q1 | $378 | Buy |
8
+3
| +60% | +$142 | ﹤0.01% | 677 |
|
|
2023
Q4 | $247 | Hold |
5
| – | – | ﹤0.01% | 648 |
|
|
2023
Q3 | $203 | Hold |
5
| – | – | ﹤0.01% | 638 |
|
|
2023
Q2 | $217 | Hold |
5
| – | – | ﹤0.01% | 639 |
|
|
2023
Q1 | $241 | Hold |
5
| – | – | ﹤0.01% | 698 |
|
|
2022
Q4 | $195 | Buy |
+5
| New | +$195 | ﹤0.01% | 667 |
|