B. Riley 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
Q3 | $445K | Buy |
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|
2025
Q2 | $267K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $213K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $246K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $296K | Buy |
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|
2021
Q1 | $248K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $292K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $371K | Sell |
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|
2017
Q4 | $419K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $73 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $141K | Sell |
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|
2014
Q1 | $128K | Sell |
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|
2013
Q4 | $118K | Buy |
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|
2013
Q3 | $94K | Sell |
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|
2013
Q2 | $154K | Buy |
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