XML Financial’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 | $739K | Sell |
8,229
-393
| -5% | -$35.3K | 0.06% | 201 |
|
|
2025
Q1 | $669K | Buy |
8,622
+425
| +5% | +$33K | 0.06% | 194 |
|
|
2024
Q4 | $461K | Buy |
+8,197
| New | +$461K | 0.04% | 233 |
|
|
2020
Q3 | – | Sell |
-10,099
| Closed | -$445K | – | 207 |
|
|
2020
Q2 | $445K | Sell |
10,099
-6,864
| -40% | -$302K | 0.15% | 108 |
|
|
2020
Q1 | $467K | Sell |
16,963
-346
| -2% | -$9.53K | 0.2% | 97 |
|
|
2019
Q4 | $515K | Buy |
+17,309
| New | +$515K | 0.19% | 99 |
|