Tyler-Stone Wealth Management’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 | $384K | Buy |
4,274
+13
| +0.3% | +$1.17K | 0.06% | 225 |
|
|
2025
Q1 | $331K | Hold |
4,261
| – | – | 0.06% | 240 |
|
|
2024
Q4 | $240K | Buy |
4,261
+8
| +0.2% | +$450 | 0.04% | 288 |
|
|
2024
Q3 | $260K | Buy |
4,253
+2,131
| +100% | +$130K | 0.05% | 274 |
|
|
2024
Q2 | $111K | Sell |
2,122
-1,473
| -41% | -$77.2K | 0.05% | 269 |
|
|
2024
Q1 | $169K | Hold |
3,595
| – | – | 0.08% | 209 |
|
|
2023
Q4 | $177K | Buy |
3,595
+9
| +0.3% | +$444 | 0.09% | 187 |
|
|
2023
Q3 | $145K | Buy |
3,586
+9
| +0.3% | +$364 | 0.08% | 195 |
|
|
2023
Q2 | $155K | Buy |
+3,577
| New | +$155K | 0.09% | 193 |
|
|
2022
Q4 | $152K | Buy |
3,902
+11
| +0.3% | +$428 | 0.1% | 177 |
|
|
2022
Q3 | $126K | Sell |
3,891
-633
| -14% | -$20.5K | 0.1% | 187 |
|
|
2022
Q2 | $163K | Buy |
4,524
+23
| +0.5% | +$829 | 0.11% | 169 |
|
|
2022
Q1 | $214K | Hold |
4,501
| – | – | 0.12% | 159 |
|
|
2021
Q4 | $193K | Buy |
+4,501
| New | +$193K | 0.1% | 188 |
|