Ulland Investment 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 | $53K | Hold |
|
|||||
|
2025
Q2 | $42K | Hold |
|
|||||
|
2025
Q1 | $36K | Hold |
|
|||||
|
2024
Q4 | $26K | Hold |
|
|||||
|
2024
Q3 | $29K | Hold |
|
|||||
|
2024
Q2 | $25K | Hold |
|
|||||
|
2024
Q1 | $22K | Hold |
|
|||||
|
2023
Q4 | $23K | Hold |
|
|||||
|
2023
Q3 | $19K | Hold |
|
|||||
|
2023
Q2 | $20K | Hold |
|
|||||
|
2023
Q1 | $23K | Hold |
|
|||||
|
2022
Q4 | $18K | Hold |
|
|||||
|
2022
Q3 | $15K | Hold |
|
|||||
|
2022
Q2 | $17K | Hold |
|
|||||
|
2022
Q1 | $22K | Hold |
|
|||||
|
2021
Q4 | $20K | Buy |
|