Woodward Diversified Capital’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 | $377K | Buy |
+4,200
| New | +$377K | 0.19% | 112 |
|
|
2024
Q4 | – | Sell |
-4,200
| Closed | -$257K | – | 169 |
|
|
2024
Q3 | $257K | Hold |
4,200
| – | – | 0.16% | 138 |
|
|
2024
Q2 | $220K | Buy |
+4,200
| New | +$220K | 0.13% | 146 |
|
|
2024
Q1 | – | Sell |
-4,200
| Closed | -$207K | – | 166 |
|
|
2023
Q4 | $207K | Buy |
+4,200
| New | +$207K | 0.13% | 146 |
|
|
2023
Q2 | – | Sell |
-4,200
| Closed | -$202K | – | 160 |
|
|
2023
Q1 | $202K | Buy |
+4,200
| New | +$202K | 0.16% | 131 |
|