Wealthquest’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	–	Sell	-2,746	Closed	-$213K	–	142
2025 Q1	$213K	Buy	+2,746	New	+$213K	0.02%	127
2024 Q1	–	Sell	-4,098	Closed	-$202K	–	141
2023 Q4	$202K	Buy	+4,098	New	+$202K	0.02%	134