Callahan Advisors’s Wheaton Precious Metals WPM Stock Holding History

Callahan Advisors’s Portfolio WPM Stock Details WPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,250	Closed	-$225K	–	155
2021 Q4	$225K	Buy	+5,250	New	+$216K	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%	-$44.7K	0.03%	136
2020 Q3	$307K	Hold	6,253	–	–	0.05%	115
2020 Q2	$275K	Buy	+6,253	New	+$246K	0.05%	114
2020 Q1	–	Sell	-6,799	Closed	-$202K	–	136
2019 Q4	$202K	Buy	+6,799	New	+$186K	0.03%	125

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