TruWealth Advisors’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $533K | Hold |
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|
2025
Q2 | $428K | Hold |
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|
2025
Q1 | $370K | Sell |
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|
2024
Q4 | $286K | Sell |
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|
2024
Q3 | $385K | Hold |
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|
2024
Q2 | $330K | Buy |
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|
2024
Q1 | $239K | Sell |
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|
2023
Q4 | $262K | Hold |
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|
2023
Q3 | $215K | Hold |
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|
2023
Q2 | $229K | Hold |
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|
2023
Q1 | $256K | Hold |
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|
2022
Q4 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $298K | Buy |
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|
2021
Q4 | $244K | Hold |
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|
2021
Q3 | $214K | Sell |
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|
2021
Q2 | $276K | Buy |
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|
2021
Q1 | $217K | Hold |
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|
2020
Q4 | $237K | Buy |
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