Arete Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Hold |
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|
2025
Q1 | $545K | Hold |
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|
2024
Q4 | $395K | Sell |
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|
2024
Q3 | $434K | Hold |
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|
2024
Q2 | $374K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $360K | Sell |
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|
2023
Q3 | $296K | Sell |
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|
2023
Q2 | $336K | Buy |
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|
2023
Q1 | $366K | Sell |
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|
2022
Q4 | $316M | Buy |
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|
2022
Q3 | $252K | Hold |
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|
2022
Q2 | $281K | Hold |
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|
2022
Q1 | $371K | Hold |
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|
2021
Q4 | $334K | Hold |
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|
2021
Q3 | $293K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $302K | Hold |
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|
2020
Q4 | $357K | Sell |
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|
2020
Q3 | $403K | Buy |
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|
2020
Q2 | $350K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1.63M | Sell |
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|
2017
Q2 | $1.8M | Sell |
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|
2017
Q1 | $2.63M | Hold |
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|
2016
Q4 | $2.44M | Buy |
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|
2016
Q3 | $3.33M | Sell |
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|
2016
Q2 | $7.66M | Buy |
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|
2016
Q1 | $3.4M | Buy |
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