Venturi 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
Q1 | – | Sell |
-100
| Closed | -$5.63K | – | 1854 |
|
|
2024
Q4 | $5.63K | Buy |
100
+27
| +37% | +$1.52K | ﹤0.01% | 1617 |
|
|
2024
Q3 | $4.46K | Sell |
73
-625
| -90% | -$38.2K | ﹤0.01% | 1477 |
|
|
2024
Q2 | $36.6K | Buy |
698
+625
| +856% | +$32.8K | ﹤0.01% | 766 |
|
|
2024
Q1 | $3.44K | Hold |
73
| – | – | ﹤0.01% | 1156 |
|
|
2023
Q4 | $3.6K | Hold |
73
| – | – | ﹤0.01% | 1096 |
|
|
2023
Q3 | $2.96K | Hold |
73
| – | – | ﹤0.01% | 1089 |
|
|
2023
Q2 | $3.16K | Hold |
73
| – | – | ﹤0.01% | 829 |
|
|
2023
Q1 | $3.52K | Buy |
+73
| New | +$3.52K | ﹤0.01% | 896 |
|