Capital Advisors Inc’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	$477K	Buy	5,314 +14	+0.3%	+$1.26K	0.01%	204
2025 Q1	$411K	Sell	5,300 -818	-13%	-$63.5K	0.01%	214
2024 Q4	$344K	Hold	6,118	–	–	0.01%	232
2024 Q3	$374K	Buy	+6,118	New	+$374K	0.01%	222