United Advisor Group’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	$405K	Sell	4,508 -229	-5%	-$20.6K	0.07%	262
2025 Q1	$368K	Sell	4,737 -300	-6%	-$23.3K	0.08%	240
2024 Q4	$283K	Buy	5,037 +1	+0%	+$56	0.06%	304
2024 Q3	$308K	Buy	5,036 +221	+5%	+$13.5K	0.07%	275
2024 Q2	$252K	Buy	+4,815	New	+$252K	0.08%	227