Wealth Enhancement Advisory Services’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 | $5.06M | Sell |
55,915
-822
| -1% | -$74.4K | 0.01% | 890 |
|
|
2025
Q1 | $4.4M | Sell |
56,737
-1,310
| -2% | -$102K | 0.01% | 879 |
|
|
2024
Q4 | $3.26M | Buy |
58,047
+7,265
| +14% | +$409K | 0.01% | 956 |
|
|
2024
Q3 | $3.1M | Buy |
50,782
+11,064
| +28% | +$676K | 0.01% | 877 |
|
|
2024
Q2 | $2.08M | Buy |
39,718
+1,444
| +4% | +$75.7K | ﹤0.01% | 967 |
|
|
2024
Q1 | $1.8M | Buy |
38,274
+3,120
| +9% | +$147K | ﹤0.01% | 986 |
|
|
2023
Q4 | $1.73M | Buy |
35,154
+646
| +2% | +$31.9K | 0.01% | 948 |
|
|
2023
Q3 | $1.4M | Buy |
+34,508
| New | +$1.4M | ﹤0.01% | 979 |
|