TruWealth 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 | $428K | Hold |
4,769
| – | – | 0.02% | 119 |
|
|
2025
Q1 | $370K | Sell |
4,769
-309
| -6% | -$24K | 0.02% | 116 |
|
|
2024
Q4 | $286K | Sell |
5,078
-1,221
| -19% | -$68.7K | 0.02% | 129 |
|
|
2024
Q3 | $385K | Hold |
6,299
| – | – | 0.02% | 114 |
|
|
2024
Q2 | $330K | Buy |
6,299
+1,221
| +24% | +$64K | 0.02% | 126 |
|
|
2024
Q1 | $239K | Sell |
5,078
-231
| -4% | -$10.9K | 0.02% | 148 |
|
|
2023
Q4 | $262K | Hold |
5,309
| – | – | 0.02% | 127 |
|
|
2023
Q3 | $215K | Hold |
5,309
| – | – | 0.02% | 140 |
|
|
2023
Q2 | $229K | Hold |
5,309
| – | – | 0.02% | 139 |
|
|
2023
Q1 | $256K | Hold |
5,309
| – | – | 0.02% | 131 |
|
|
2022
Q4 | $207K | Buy |
+5,309
| New | +$207K | 0.02% | 132 |
|
|
2022
Q2 | – | Sell |
-6,260
| Closed | -$298K | – | 147 |
|
|
2022
Q1 | $298K | Buy |
6,260
+573
| +10% | +$27.3K | 0.03% | 95 |
|
|
2021
Q4 | $244K | Hold |
5,687
| – | – | 0.02% | 110 |
|
|
2021
Q3 | $214K | Sell |
5,687
-583
| -9% | -$21.9K | 0.02% | 110 |
|
|
2021
Q2 | $276K | Buy |
6,270
+583
| +10% | +$25.7K | 0.03% | 95 |
|
|
2021
Q1 | $217K | Hold |
5,687
| – | – | 0.03% | 105 |
|
|
2020
Q4 | $237K | Buy |
+5,687
| New | +$237K | 0.04% | 96 |
|