Ulland Investment 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 | $42K | Hold |
470
| – | – | 0.03% | 119 |
|
|
2025
Q1 | $36K | Hold |
470
| – | – | 0.03% | 125 |
|
|
2024
Q4 | $26K | Hold |
470
| – | – | 0.02% | 142 |
|
|
2024
Q3 | $29K | Hold |
470
| – | – | 0.02% | 126 |
|
|
2024
Q2 | $25K | Hold |
470
| – | – | 0.02% | 135 |
|
|
2024
Q1 | $22K | Hold |
470
| – | – | 0.02% | 144 |
|
|
2023
Q4 | $23K | Hold |
470
| – | – | 0.02% | 132 |
|
|
2023
Q3 | $19K | Hold |
470
| – | – | 0.02% | 146 |
|
|
2023
Q2 | $20K | Hold |
470
| – | – | 0.02% | 142 |
|
|
2023
Q1 | $23K | Hold |
470
| – | – | 0.03% | 124 |
|
|
2022
Q4 | $18K | Hold |
470
| – | – | 0.02% | 141 |
|
|
2022
Q3 | $15K | Hold |
470
| – | – | 0.02% | 149 |
|
|
2022
Q2 | $17K | Hold |
470
| – | – | 0.02% | 151 |
|
|
2022
Q1 | $22K | Hold |
470
| – | – | 0.02% | 148 |
|
|
2021
Q4 | $20K | Buy |
+470
| New | +$20K | 0.01% | 148 |
|