B. Riley Wealth Advisors’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 | $267K | Buy |
+2,972
| New | +$267K | 0.01% | 739 |
|
|
2024
Q4 | – | Sell |
-3,511
| Closed | -$213K | – | 1304 |
|
|
2024
Q3 | $213K | Buy |
+3,511
| New | +$213K | 0.01% | 1111 |
|
|
2022
Q1 | – | Sell |
-5,708
| Closed | -$246K | – | 1515 |
|
|
2021
Q4 | $246K | Buy |
+5,708
| New | +$246K | 0.01% | 1173 |
|
|
2021
Q3 | – | Sell |
-6,701
| Closed | -$296K | – | 1480 |
|
|
2021
Q2 | $296K | Buy |
6,701
+235
| +4% | +$10.4K | 0.01% | 1026 |
|
|
2021
Q1 | $248K | Buy |
+6,466
| New | +$248K | 0.01% | 1094 |
|
|
2020
Q4 | – | Sell |
-5,945
| Closed | -$292K | – | 1097 |
|
|
2020
Q3 | $292K | Buy |
+5,945
| New | +$292K | 0.02% | 720 |
|
|
2018
Q2 | – | Sell |
-18,188
| Closed | -$371K | – | 735 |
|
|
2018
Q1 | $371K | Sell |
18,188
-715
| -4% | -$14.6K | 0.05% | 389 |
|
|
2017
Q4 | $419K | Buy |
+18,903
| New | +$419K | 0.06% | 359 |
|
|
2015
Q1 | – | Sell |
-3,606
| Closed | -$73 | – | 1983 |
|
|
2014
Q4 | $73 | Buy |
+3,606
| New | +$73 | ﹤0.01% | 1889 |
|
|
2014
Q3 | – | Sell |
-5,368
| Closed | -$141K | – | 1895 |
|
|
2014
Q2 | $141K | Sell |
5,368
-279
| -5% | -$7.33K | 0.03% | 588 |
|
|
2014
Q1 | $128K | Sell |
5,647
-193
| -3% | -$4.38K | 0.04% | 542 |
|
|
2013
Q4 | $118K | Buy |
5,840
+2,053
| +54% | +$41.5K | 0.04% | 508 |
|
|
2013
Q3 | $94K | Sell |
3,787
-4,064
| -52% | -$101K | 0.03% | 556 |
|
|
2013
Q2 | $154K | Buy |
+7,851
| New | +$154K | 0.05% | 417 |
|