Callahan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,250
| Closed | -$225K | – | 155 |
|
|
2021
Q4 | $225K | Buy |
+5,250
| New | +$225K | 0.03% | 143 |
|
|
2021
Q3 | – | Sell |
-5,253
| Closed | -$231K | – | 149 |
|
|
2021
Q2 | $231K | Hold |
5,253
| – | – | 0.03% | 141 |
|
|
2021
Q1 | $201K | Hold |
5,253
| – | – | 0.03% | 141 |
|
|
2020
Q4 | $219K | Sell |
5,253
-1,000
| -16% | -$41.7K | 0.03% | 136 |
|
|
2020
Q3 | $307K | Hold |
6,253
| – | – | 0.05% | 115 |
|
|
2020
Q2 | $275K | Buy |
+6,253
| New | +$275K | 0.05% | 114 |
|
|
2020
Q1 | – | Sell |
-6,799
| Closed | -$202K | – | 136 |
|
|
2019
Q4 | $202K | Buy |
+6,799
| New | +$202K | 0.03% | 125 |
|